[Remote] Client Services Coordinator | Wealth Management | Financial Planning | RIA Operations

Note: The job is a remote job and is open to candidates in USA. Socha Capital is an elite, high-growth fiduciary advisory firm serving entrepreneurs, business owners, and executives with complex financial lives. They are seeking a Client Services Coordinator to support financial advisors, enhance client relationships, and contribute to firm growth initiatives. Responsibilities • Prepare and process investment account applications, ACAT transfers, and insurance paperwork across multiple custodians (Schwab preferred) • Provide exceptional service to high-net-worth clients, addressing inquiries, troubleshooting account issues, and ensuring timely follow-up • Execute cashiering, trading support, and financial transactions with accuracy and attention to detail • Manage the life insurance process, including application tracking, coordination with carriers, and policy delivery • Maintain and update client information in CRM systems such as Redtail, while integrating with tools like Orion, eMoney, and Holistiplan • Support compliance tasks and ensure regulatory adherence within the RIA framework • Partner with Advisors and leadership to streamline operations, improve client experience, and enhance internal workflows • Assist with business initiatives spanning marketing, events, and team operations Skills • 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 • Proven track record of optimizing operational workflows and enhancing the client experience • Advanced Microsoft Office skills; Excel proficiency a must • Detail-oriented, reliable, and proactive, with a growth mindset and exceptional communication skills • Self-starter who thrives in a fast-paced, collaborative wealth management environment • Bachelor's degree in Business, Finance, or related field preferred • Familiarity with platforms such as Schwab Advisor Center, Orion, Redtail, eMoney, and Holistiplan • Series 65 preferred or willingness to obtain Benefits • Health • 401(k) matching • Unlimited PTO Company Overview • Secha Capital is a patient capital holding company that invests in African SMEs. It was founded in 2021, and is headquartered in Austin, Texas, USA, with a workforce of 11-50 employees. Its website is https://SochaCapital.com. Apply Now Apply Now