[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. The Client Services Coordinator will support financial advisors and client relationships, focusing on operational excellence and delivering exceptional service to high-net-worth clients. 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 (Series 65 preferred or willingness to obtain) • 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 Benefits • Health • 401(k) matching • Unlimited PTO • Fully remote work 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 Apply tot his job