Client Service Coordinator

<p dir="auto"><strong>Position is remote but must be located in Austin, Texas.</strong></p><p dir="auto"></p><p dir="auto"><strong>Compensation</strong>: $85,000 + Uncapped Bonuses</p><p dir="auto"></p><p dir="auto"><strong>This Is Not Your Average Client Services Coordinator Role – This Is Your Career Game-Changer.</strong></p><p dir="auto">If you want to accelerate your career in <strong>financial planning, wealth management, and RIA operations</strong>, this is your opportunity. Our Founder will take 20 years of hands-on experience across <strong>comprehensive financial planning, investment management, tax strategy, and multi-family office operations</strong>—and teach it to you in five.</p><p dir="auto"></p><p dir="auto">This is firsthand mentorship from the CEO of a top-performing <strong>Registered Investment Advisor (RIA)</strong> 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.</p><p dir="auto"></p><p dir="auto">We are an <strong>elite, high-growth fiduciary advisory firm</strong> serving entrepreneurs, business owners, and executives with complex financial lives. Our team is disrupting traditional wealth management, reshaping how advisors deliver <strong>holistic, fiduciary advice</strong>, and setting new standards for excellence in client experience and operational execution.</p><p dir="auto"></p><p dir="auto">If you want to work alongside visionary leaders in a <strong>Multi-Family Office environment</strong>, support ultra-successful clients, and learn the inner workings of <strong>advanced financial planning</strong>, <strong>tax and estate coordination</strong>, and <strong>RIA operations</strong>, this role is for you.</p><p dir="auto"></p><p dir="auto"><strong>Role Overview</strong></p><p dir="auto">This is a <strong>full-time, remote Client Services Coordinator</strong> position. You’ll be the backbone of our client service and operations team—supporting <strong>financial advisors, client relationships, and firm growth initiatives</strong>. You’ll directly impact our ability to deliver world-class service and maintain operational excellence.</p><p dir="auto"></p><p dir="auto">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.</p><p dir="auto"></p><p dir="auto"><strong>Key Responsibilities</strong></p><ul dir="auto"><li dir="auto"><p dir="auto">Prepare and process <strong>investment account applications, ACAT transfers, and insurance paperwork</strong> across multiple custodians (Schwab preferred).</p></li><li dir="auto"><p dir="auto">Provide <strong>exceptional service to high-net-worth clients</strong>, addressing inquiries, troubleshooting account issues, and ensuring timely follow-up.</p></li><li dir="auto"><p dir="auto">Execute <strong>cashiering, trading support, and financial transactions</strong> with accuracy and attention to detail.</p></li><li dir="auto"><p dir="auto">Manage the <strong>life insurance process</strong>, including application tracking, coordination with carriers, and policy delivery.</p></li><li dir="auto"><p dir="auto">Maintain and update client information in CRM systems such as <strong>Redtail</strong>, while integrating with tools like <strong>Orion, eMoney, and Holistiplan</strong>.</p></li><li dir="auto"><p dir="auto">Support compliance tasks and ensure <strong>regulatory adherence</strong> within the RIA framework.</p></li><li dir="auto"><p dir="auto">Partner with Advisors and leadership to <strong>streamline operations, improve client experience, and enhance internal workflows</strong>.</p></li><li dir="auto"><p dir="auto">Assist with business initiatives spanning <strong>marketing, events, and team operations</strong>.</p></li></ul><p dir="auto"></p><p dir="auto"><strong>Qualifications</strong></p><ul dir="auto"><li dir="auto"><p dir="auto">Bachelor’s degree in Business, Finance, or related field preferred.</p></li><li dir="auto"><p dir="auto"><strong>5+ years of client service or operations experience</strong> in a <strong>financial planning, investment management, or life insurance environment</strong>.</p></li><li dir="auto"><p dir="auto">Deep understanding of <strong>financial planning concepts, investment products, and RIA operations</strong>.</p></li><li dir="auto"><p dir="auto">Familiarity with platforms such as <strong>Schwab Advisor Center, Orion, Redtail, eMoney, and Holistiplan</strong>.</p></li><li dir="auto"><p dir="auto">Strong grasp of <strong>fiduciary standards, compliance processes, and regulatory reporting</strong> (Series 65 preferred or willingness to obtain).</p></li><li dir="auto"><p dir="auto">Proven track record of <strong>optimizing operational workflows</strong> and enhancing the client experience.</p></li><li dir="auto"><p dir="auto">Advanced Microsoft Office skills; Excel proficiency a must.</p></li><li dir="auto"><p dir="auto">Detail-oriented, reliable, and proactive, with a <strong>growth mindset</strong> and <strong>exceptional communication skills</strong>.</p></li><li dir="auto"><p dir="auto">Self-starter who thrives in a <strong>fast-paced, collaborative wealth management environment</strong>.</p></li></ul><p dir="auto"></p><p dir="auto"><strong>What’s in It for You?</strong></p><p dir="auto"></p><ul dir="auto"><li dir="auto"><p dir="auto">High Earnings: Competitive base + bonuses tied to client acquisition wins mean unlimited potential.</p></li><li dir="auto"><p dir="auto">Fast-Track Growth: From RIA sales support to executive leadership training, grow with a firm that’s scaling rapidly.</p></li><li dir="auto"><p dir="auto">Work-Life Freedom: Unlimited PTO and fully remote work let you balance life and ambition.</p></li><li dir="auto"><p dir="auto">Top Benefits: Health, 401(k) matching, and more to support you and your family.</p></li></ul><p dir="auto"></p><p dir="auto"><strong>Why Join Us</strong></p><p dir="auto">You’ll gain exposure to all facets of a <strong>modern RIA firm</strong>, from <strong>financial planning and portfolio management</strong> to <strong>tax and estate strategy integration</strong>. You’ll work directly with leadership and elite clients, gaining experience that most professionals take a decade to acquire.</p><p dir="auto">If you’re ready to grow, learn, and contribute to something extraordinary in the <strong>financial planning and wealth management industry</strong>, we want to hear from you.</p><p dir="auto"></p><p dir="auto"><strong>Equal Opportunity</strong></p><p dir="auto">We recruit, hire, employ, train, promote, and compensate individuals based on job-related qualifications and abilities.</p><p dir="auto"></p><p dir="auto"><em>Final compensation may vary based on factors such as experience, skills, and geographic cost-of-labor differentials.</em></p>