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 infinancial planning, wealth management, and RIA operations, this is your opportunity. Our Founder will take 20 years of hands-on experience acrosscomprehensive 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-performingRegistered 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 anelite, 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 deliverholistic, fiduciary advice, and setting new standards for excellence in client experience and operational execution.

If you want to work alongside visionary leaders in aMulti-Family Office environment, support ultra-successful clients, and learn the inner workings ofadvanced financial planning,tax and estate coordination, andRIA operations, this role is for you.

Role Overview

This is afull-time, remote Client Services Coordinator position. You’ll be the backbone of our client service and operations team—supportingfinancial 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 processinvestment account applications, ACAT transfers, and insurance paperwork across multiple custodians (Schwab preferred).

• Provideexceptional service to high-net-worth clients, addressing inquiries, troubleshooting account issues, and ensuring timely follow-up.

• Executecashiering, trading support, and financial transactions with accuracy and attention to detail.

• Manage thelife insurance process, including application tracking, coordination with carriers, and policy delivery.

• Maintain and update client information in CRM systems such asRedtail, while integrating with tools likeOrion, eMoney, and Holistiplan.

• Support compliance tasks and ensureregulatory adherence within the RIA framework.

• Partner with Advisors and leadership tostreamline operations, improve client experience, and enhance internal workflows.

• Assist with business initiatives spanningmarketing, events, and team operations.

Qualifications

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

• 5+ years of client service or operations experience in afinancial planning, investment management, or life insurance environment.

• Deep understanding offinancial planning concepts, investment products, and RIA operations.

• Familiarity with platforms such asSchwab Advisor Center, Orion, Redtail, eMoney, and Holistiplan.

• Strong grasp offiduciary standards, compliance processes, and regulatory reporting (Series 65 preferred or willingness to obtain).

• Proven track record ofoptimizing operational workflows and enhancing the client experience.

• Advanced Microsoft Office skills; Excel proficiency a must.

• Detail-oriented, reliable, and proactive, with agrowth mindset andexceptional communication skills.

• Self-starter who thrives in afast-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 amodern RIA firm, fromfinancial planning and portfolio management totax 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 thefinancial 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.