{"id":2050284,"url":"https://alion.io/job/moneco-advisors-client-services-manager","title":"Client Services Manager","company":{"id":2434675,"name":"Moneco Advisors","domain":"monecoadvisors.com","url":"https://alion.io/company/monecoadvisors","size_band":"11-50","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Fairfield, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":43000,"max_usd":95000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":513},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-07-20T13:51:12Z","employer_posted_date":"2026-09-18","last_verified_at":"2026-10-13T03:10:19Z","board_verified":true,"closed_at":null,"days_open":84,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":84},"description":"Be the backbone of an outstanding client experience at one of New England’s fastest-growing independent wealth management firms.\nMoneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative, people-first culture with sophisticated planning capabilities - and the Client Services Manager is central to making that experience seamless for every client we serve.\nThe Client Services Manager is a full-time, salaried position with a competitive benefits package and performance-based bonus potential. This role works out of our Fairfield, CT office, elevating the level of service advisors deliver through day-to-day client operations and administrative support.\nWhat You’ll Do:\nYou’ll partner directly with advisors and clients to ensure every interaction reflects Moneco’s commitment to excellence. Your work will span four key areas:\nClient Operations\nManage and execute processes for new accounts, transfers, money movement, and account maintenance.\nNavigate multiple assignments simultaneously with strong attention to detail and follow-through.\nClient Management\nWork directly with advisors and clients to deliver on client needs and objectives.\nServe as a trusted point of contact, building strong relationships with clients over time.\nAdministration\nAssist in general office administration, including firmwide projects across client services, operations, and planning.\nSupport scheduling, correspondence, and workflow coordination across the team.\nCRM & Technology\nUse the firm’s CRM platform to maintain accurate client records, key dates, and communication notes.\nLeverage analytics to refine and improve client service processes over time.\nWhat We’re Looking For:\n3+ years of experience in client services or an administrative role.\nExcellent verbal and written communication skills (writing samples required).\nAbove-average proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook).\nExperience with CRM systems a plus.\nBackground in financial services a plus.\nStrong ability to coordinate across team members and deliver results accurately and on time.\nWillingness to act as an ambassador for the firm with clients and in the broader community.\nWhy Join Moneco Advisors?\nThis is a unique opportunity to be creative, solve problems, and see the direct impact that personal financial planning has on clients’ lives. You’ll be part of one of the fastest-growing independent firms in Connecticut, supported by a team that values collaboration, professionalism, and growth.","description_format":"text","description_chars":2587,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Professional Services","Financial Advisory, Valuation & Restructuring"],"lifecycle":[{"event":"open","at":"2026-10-07T21:21:38Z"}],"visa":[],"liveness":{"score":8,"band":"cold","label":"Long shot","p_open":1,"p_active":0.284,"p_room":0.28,"age_days":83,"expected_fill_days":29,"reasons":["conf:3","win:tail","crowd:"],"computed_at":"2026-10-12T06:55:09Z"},"pay":null,"html_url":"https://alion.io/job/moneco-advisors-client-services-manager","json_url":"https://alion.io/job/moneco-advisors-client-services-manager.json","meta":{"generated_at":"2026-10-13T05:41:15Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":8688,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2434675},"rest":"https://alion.io/mcp/rest/get_company?id=2434675"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmoneco-advisors-client-services-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmoneco-advisors-client-services-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmoneco-advisors-client-services-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/moneco-advisors-client-services-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmoneco-advisors-client-services-manager"}]}