Remote Client Services Coordinator — Wealth Mgmt & RIA

Socha Capital; United States; Remote; USD 60,000 - 80,000; Full time

Benefits offered by this job

Unlimited PTO

Competitive salary

Health benefits

401(k) matching

Job summary

A top-performing RIA firm is seeking a Client Services Coordinator to support financial advisors and enhance client relationships. This full-time, remote position offers mentorship from leadership, focusing on operational excellence and client experience enhancement. The ideal candidate will have over 5 years of experience in financial planning or investment management and a strong grasp of client service. This role provides a competitive salary, bonuses, and the opportunity for rapid career advancement.

Qualifications

• 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.
• Proven track record in optimizing operational workflows.

Responsibilities

• Prepare and process investment account applications, ACAT transfers, and insurance paperwork.
• Provide exceptional service to high-net-worth clients and address inquiries.
• Manage the life insurance process and maintain client information in CRM systems.

Education

Bachelor’s degree in Business, Finance, or related field preferred

Tools

Schwab Advisor Center

Orion

Redtail

eMoney

Holistiplan

Job description

A top-performing RIA firm is seeking a Client Services Coordinator to support financial advisors and enhance client relationships. This full-time, remote position offers mentorship from leadership, focusing on operational excellence and client experience enhancement. The ideal candidate will have over 5 years of experience in financial planning or investment management and a strong grasp of client service. This role provides a competitive salary, bonuses, and the opportunity for rapid career advancement.