About the role
Build your career in wealth management with one of New England’s fastest-growing independent firms.
Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative culture with sophisticated planning tools and a personalized client experience — and we’re looking for detail-oriented, client-focused individuals ready to grow with us.
The Client Services Specialist is a full-time, salaried position with a competitive benefits package and performance-based bonus potential. You’ll support advisors and client service teams across operations, compliance, and firmwide projects — contributing from day one.
What You’ll Do
You’ll play a key supporting role across client operations, compliance, and team development. Your work will span four key areas:
Client Experience
* Handle incoming client calls, schedule appointments, and provide proactive support. * Ensure a seamless client journey through attentive service and consistent follow-through.
Operations & Account Support
* Assist with account openings, transfers, money movement, and account maintenance. * Coordinate workflows to ensure requests are completed accurately and on time.
Compliance & Workflow Management
* Follow established service workflows and document compliance steps. * Support firmwide initiatives in operations, planning, and client gifting.
Learning & Team Development
* Participate in team learning sessions and shadowing opportunities. * Incorporate feedback to continually sharpen skills and deepen contributions.
What We’re Looking For
* 2–5 years of administrative, account support, or customer service experience. * Client-first mindset with a proactive, solution-oriented approach. * Excellent written and verbal communication skills (writing samples may be requested). * Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook). * CRM experience a plus. * Organized, detail-oriented, and eager to learn and grow.
Why Join Moneco Advisors?
This is a unique opportunity to build your career in wealth management with a team that values mentorship, collaboration, and growth. You’ll work closely with advisors and support teams, gain meaningful hands-on experience, and contribute to an outstanding client experience from day one.