Client Experience Coordinator - MONECO Advisors - The Berkshires - Pittsfield

MONECO Advisors, LLC is a holistic financial services firm offering a position based in Pittsfield, MA and headquartered 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 focused, energetic, and likable individuals who will bring a fresh perspective and innovative touch to a traditional concept.

The Client Experience Coordinator role is part-time, hourly/non-exempt, on-site in the Berkshires. This position plays an important role in setting the tone for MONECO Advisors. This position is instrumental in making sure all our clients and vendors have an outstanding experience when working with our firm. 

This position has three main areas of responsibility:

• Client Experience: Manage the company phone line, directing calls to necessary team members. Elevate the client experience by greeting all visitors. Maintain a high standard for office appearance. Manage client recognition milestones and assist with outreach/mailings.   
• Office Administration: Order office supplies, coordinating on behalf of the firm with key vendors. Maintain key office systems, including mail, files, postage, and calendars.  Assist the Client Services Manager with transaction-related requests.
• Team Experience: Coordinate team lunches, meetings and gatherings. Assist teams with scheduling client appointments. Provide weekly intra-office communication updates to MONECO Intranet home page.

We are passionate about helping clients and this opportunity allows you to make a lasting impression with each interaction.

• Excellent verbal and written communication skills
• Above average skill with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) is required.
• 2 or more years’ experience in the client services/administrative field is a plus.
• Experience with a CRM system is a plus.
• Experience working in the financial industry is a plus.
• Excellent attitude and genuine interest in serving clients.
• Ability to be resourceful and proactive when issues arise.
• Superior phone skills-friendly and helpful in all interactions.
• Excellent organizational and time management skills and ability to multi-task.
• Willingness to act as an ambassador for the firm to our clients as well as others in the local community.