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Moneco Advisors · 2 months ago

Client Experience Coordinator – Tax Administrator

Glastonbury, CT

Full-time

Onsite

Entry Level

2+ years exp

Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. The Client Experience Coordinator – Tax Administrator role focuses on delivering exceptional client experiences and providing key administrative support to the tax practice.

Financial ServicesInsuranceRetirementWealth Management

Responsibilities

Manage phone lines, greet visitors, and maintain a professional office environment

Coordinate client recognition milestones and assist with outreach and mailings

Schedule and support client appointments

Manage office supplies, files, mail, postage, and vendor relationships

Assist the Client Services Manager with transaction-related requests

Schedule tax client appointments and prepare necessary documents

Organize and send vouchers, manage billing, and support clients with their tax vaults

Qualification

Client service experienceMicrosoft Office SuiteCRM system experienceFinancial services experienceProactive attitudePhone interaction skillsOrganizational skillsCommunication skillsTime management skills