Description
Moneco Advisors is hiring a full-time, salaried Client Services Manager to work from its Fairfield, Connecticut office. The role manages client account operations, coordinates with advisors and clients, supports office administration and workflow, and maintains CRM records and client-service analytics. Candidates need at least three years of experience in client services or an administrative role, strong communication and Microsoft Office skills, and the ability to coordinate across teams; CRM and financial-services experience are preferred.
