Position is remote but must be located in Austin, Texas.
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.
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.
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