Client Services Coordinator | Wealth Management | Financial Planning | RIA Operations
$85k/y-null
Socha Capitala day ago
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RemoteFull-timeSenior
Summary
Socha Capital is seeking a Client Services Coordinator to join their team in Austin, Texas. The role involves supporting financial advisors and client relationships in a remote capacity, while also contributing to firm growth initiatives.
About the Role
As a Client Services Coordinator, you will be the backbone of the client service and operations team, responsible for preparing investment account applications, providing exceptional service to high-net-worth clients, executing financial transactions, managing life insurance processes, and supporting compliance tasks. You will collaborate with leadership on process improvement and client service strategies, developing the skills necessary for future leadership roles.
About You
Required:
- Bachelor's degree in Business, Finance, or related field preferred.
- 5+ years of client service or operations experience in a financial planning, investment management, or life insurance environment.
- Deep understanding of financial planning concepts, investment products, and RIA operations.
- Strong grasp of fiduciary standards, compliance processes, and regulatory reporting (Series 65 preferred or willingness to obtain).
- Advanced Microsoft Office skills; Excel proficiency a must.
Preferred:
- Familiarity with platforms such as Schwab Advisor Center, Orion, Redtail, eMoney, and Holistiplan.
- Proven track record of optimizing operational workflows and enhancing the client experience.
- Detail-oriented, reliable, and proactive, with a growth mindset and exceptional communication skills.
Benefits
- Competitive base salary of $85,000 + uncapped bonuses tied to client acquisition wins.
- Unlimited PTO and fully remote work.
- Health benefits and 401(k) matching.
Socha Capital
Welcome to Socha Capital, a premier consultancy specializing in wealth strategies. Our firm is committed to serving high-net-worth individuals who earn an annual income exceeding $1,000,000. We possess extensive expertise in comprehensive financial planning and wealth management, enabling us to empower our clients to maximize their financial potential and ensure their long-term financial goals.
Austin, Texas Metropolitan Area