{"id":2050285,"url":"https://alion.io/job/moneco-advisors-client-services-specialist","title":"Client Services Specialist","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":{"grade":"B","score":75,"open_postings":5,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-26T05:57:25Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":null,"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":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-07-20T13:51:13Z","employer_posted_date":"2026-09-18","last_verified_at":"2026-10-26T16:22:22Z","board_verified":true,"closed_at":null,"days_open":98,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":97},"description":"Build your career in wealth management with one of New England’s fastest-growing independent firms.\nMoneco 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.\nThe 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.\nWhat You’ll Do\nYou’ll play a key supporting role across client operations, compliance, and team development. Your work will span four key areas:\nClient Experience\nHandle incoming client calls, schedule appointments, and provide proactive support.\nEnsure a seamless client journey through attentive service and consistent follow-through.\nOperations & Account Support\nAssist with account openings, transfers, money movement, and account maintenance.\nCoordinate workflows to ensure requests are completed accurately and on time.\nCompliance & Workflow Management\nFollow established service workflows and document compliance steps.\nSupport firmwide initiatives in operations, planning, and client gifting.\nLearning & Team Development\nParticipate in team learning sessions and shadowing opportunities.\nIncorporate feedback to continually sharpen skills and deepen contributions.\nWhat We’re Looking For\n2-5 years of administrative, account support, or customer service experience.\nClient-first mindset with a proactive, solution-oriented approach.\nExcellent written and verbal communication skills (writing samples may be requested).\nProficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).\nCRM experience a plus.\nOrganized, detail-oriented, and eager to learn and grow.\nWhy Join Moneco Advisors?\nThis is a unique opportunity to build your career in wealth management with a team that values mentorship, collaboration, and growth. 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