Client Services Manager

What You’ll Do

• Partner directly with advisors and clients to ensure every interaction reflects Moneco’s commitment to excellence.
• Manage and execute processes for new accounts, transfers, money movement, and account maintenance.
• Navigate multiple assignments simultaneously with strong attention to detail and follow-through.
• Work directly with advisors and clients to deliver on client needs and objectives.
• Serve as a trusted point of contact, building strong relationships with clients over time.
• Afford assistance in general office administration, including firmwide projects across client services, operations, and planning.
• Support scheduling, correspondence, and workflow coordination across the team.
• Use the firm’s CRM platform to maintain accurate client records, key dates, and communication notes.
• Leverage analytics to refine and improve client service processes over time.

What We’re Looking For

• 3+ years of experience in client services or an administrative role.
• Excellent verbal and written communication skills (writing samples required).
• Above-average proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook).
• Experience with CRM systems a plus.
• Background in financial services a plus.
• Strong ability to coordinate across team members and deliver results accurately and on time.
• Willingness to act as an ambassador for the firm with clients and in the broader community.