Moneco Advisors, LLC
Moneco Advisors is seeking a Client Services Manager to serve as the backbone of an outstanding client experience at one of New England’s fastest-growing independent wealth management firms. This full-time, salaried role works out of the Fairfield, CT office, elevating the level of service advisors deliver through day-to-day client operations and administrative support. The position involves partnering directly with advisors and clients to ensure every interaction reflects the firm's commitment to excellence.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Moneco Advisors, LLC.
Moneco Advisors, LLC didn’t post a salary, so this is our estimate from similar listings.