Socha Capital in Austin, TX is seeking a client service professional for a remote role serving high-net-worth clients. You will own requests from start to finish, process accounts and transfers, and communicate with clients, custodians, and advisors.
You’ll identify missing information, support life insurance processing, and work with Schwab Advisor Center, Redtail, Orion, and eMoney, while helping improve processes and client experience.
#J-18808-LjbffrRemote Wealth Management Operations Specialist (Austin) in austin at Unknown Company
This position is listed as full time and able to be worked remotely.