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Client Experience Coordinator at Moneco Advisors

Department: Operations

Location
Pittsfield, Massachusetts
Type
Full-time
Level
mid
Posted

Description

Moneco Advisors, LLC is hiring a full-time Client Experience Coordinator to support its Pittsfield, Massachusetts office. The role combines client-facing operations, office administration, client-service coordination, team support, and HR assistance, including phone management, visitor reception, supply ordering, vendor coordination, account-support workflows, appointment scheduling, and onboarding. The position requires strong communication, Microsoft Office, Google Calendar, and administrative experience, with CRM and financial-industry experience preferred.

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