Client Experience Coordinator

Be the face of a standout client experience and the heartbeat of our Pittsfield office at one of New England’s fastest-growing independent wealth management firms.

Moneco Advisors, LLC is a holistic financial services firm based in Fairfield, CT offering a wide range of financial planning solutions. The firm takes a modern approach to the finance industry and its success is rooted in its strong culture. Moneco is looking for energetic individuals who will bring a fresh perspective and innovative touch to a traditional concept.

This is a part-time, hourly position with a competitive benefits package and performance-based bonus potential. This role works out of our Pittsfield, MA office, elevating the level of service advisors deliver through day-to-day client operations and administrative support.

What You’ll Do:

The Client Experience Coordinator plays an important role in setting the tone for Moneco. This is a great opportunity for someone who enjoys being the face of the office and creating a standout experience for clients and team members. 

Client Experience

• Manage the company phone line, directing calls to necessary team members.
• Elevate the client experience by greeting all visitors.