Client Service Coordinator
Position is remote but must be located in Austin, Texas. Compensation : $85,000 + Uncapped Bonuses This Is Not Your Average Client Services Coordinator Role – This Is Your Career Game-Changer. If you want to accelerate your career in financial planning, wealth management, and RIA operations , this is your opportunity. Our Founder will take 20 years of hands-on experience across comprehensive financial planning, investment management, tax strategy, and multi-family office operations —and teach it to you in five. This is firsthand mentorship from the CEO of a top-performing Registered Investment Advisor (RIA) firm. In five years, you’ll be semi-bulletproof in this industry—able to punch your own ticket anywhere. You’ll change the financial trajectory of your career and your life. We are an elite, high-growth fiduciary advisory firm serving entrepreneurs, business owners, and executives with complex financial lives. Our team is disrupting traditional wealth management, reshaping how advisors deliver holistic, fiduciary advice , and setting new standards for excellence in client experience and operational execution. If you want to work alongside visionary leaders in a Multi-Family Office environment , support ultra-successful clients, and learn the inner workings of advanced financial planning , tax and estate coordination , and RIA operations , this role is for you. Role Overview This is a full-time, remote Client Services Coordinator position. You’ll be the backbone of our client service and operations team—supporting financial advisors, client relationships, and firm growth initiatives . You’ll directly impact our ability to deliver world-class service and maintain operational excellence. You’ll collaborate with leadership on process improvement, compliance, and client service strategies—developing the operational acumen and project management skills required to grow into a future leadership role. Key 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 . Qualifications - 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 . - Familiarity with platforms such as Schwab Advisor Center, Orion, Redtail, eMoney, and Holistiplan . - 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 . What’s in It for You? - High Earnings: Competitive base + bonuses tied to client acquisition wins mean unlimited potential. - Fast-Track Growth: From RIA sales support to executive leadership training, grow with a firm that’s scaling rapidly. - Work-Life Freedom: Unlimited PTO and fully remote work let you balance life and ambition. - Top Benefits: Health, 401(k) matching, and more to support you and your family.
Why Join Us
You’ll gain exposure to all facets of a modern RIA firm , from financial planning and portfolio management to tax and estate strategy integration . You’ll work directly with leadership and elite clients, gaining experience that most professionals take a decade to acquire. If you’re ready to grow, learn, and contribute to something extraordinary in the financial planning and wealth management industry , we want to hear from you. Equal Opportunity We recruit, hire, employ, train, promote, and compensate individuals based on job-related qualifications and abilities. Final compensation may vary based on factors such as experience, skills, and geographic cost-of-labor differentials. Autofill from resume Save time by uploading your resume. (Only PDF or DOCX format supported) Loading...