{"id":2696058,"url":"https://alion.io/job/sochacapital-client-service-coordinator","title":"Client Service Coordinator","company":{"id":4422411,"name":"Socha Capital","domain":"sochacapital.com","url":"https://alion.io/company/sochacapital","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Kula","truth_index":null},"role":"Administrative","role_family":"Administrative","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Austin, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":85000,"max":null,"currency":"USD","period":"year","gross":null,"usd_annual":85000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-15T10:08:35Z","employer_posted_date":"2026-10-15","last_verified_at":"2026-10-17T10:00:34Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"Position is remote but must be located in Austin, Texas.\nCompensation: $85,000 + Uncapped Bonuses\nThis Is Not Your Average Client Services Coordinator Role - This Is Your Career Game-Changer.\nIf 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.\nThis 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.\nWe 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.\nIf 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.\nRole Overview\nThis 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.\nYou’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.\nKey Responsibilities\nPrepare and process investment account applications, ACAT transfers, and insurance paperwork across multiple custodians (Schwab preferred).\n\nProvide exceptional service to high-net-worth clients, addressing inquiries, troubleshooting account issues, and ensuring timely follow-up.\n\nExecute cashiering, trading support, and financial transactions with accuracy and attention to detail.\n\nManage the life insurance process, including application tracking, coordination with carriers, and policy delivery.\n\nMaintain and update client information in CRM systems such as Redtail, while integrating with tools like Orion, eMoney, and Holistiplan.\n\nSupport compliance tasks and ensure regulatory adherence within the RIA framework.\n\nPartner with Advisors and leadership to streamline operations, improve client experience, and enhance internal workflows.\n\nAssist with business initiatives spanning marketing, events, and team operations.\n\nQualifications\nBachelor’s degree in Business, Finance, or related field preferred.\n\n5+ years of client service or operations experience in a financial planning, investment management, or life insurance environment.\n\nDeep understanding of financial planning concepts, investment products, and RIA operations.\n\nFamiliarity with platforms such as Schwab Advisor Center, Orion, Redtail, eMoney, and Holistiplan.\n\nStrong grasp of fiduciary standards, compliance processes, and regulatory reporting (Series 65 preferred or willingness to obtain).\n\nProven track record of optimizing operational workflows and enhancing the client experience.\n\nAdvanced Microsoft Office skills; Excel proficiency a must.\n\nDetail-oriented, reliable, and proactive, with a growth mindset and exceptional communication skills.\n\nSelf-starter who thrives in a fast-paced, collaborative wealth management environment.\n\nWhat’s in It for You?\nHigh Earnings: Competitive base + bonuses tied to client acquisition wins mean unlimited potential.\n\nFast-Track Growth: From RIA sales support to executive leadership training, grow with a firm that’s scaling rapidly.\n\nWork-Life Freedom: Unlimited PTO and fully remote work let you balance life and ambition.\n\nTop Benefits: Health, 401(k) matching, and more to support you and your family.\n\nWhy Join Us\nYou’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.\nIf 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.\nEqual Opportunity\nWe recruit, hire, employ, train, promote, and compensate individuals based on job-related qualifications and abilities.\nFinal compensation may vary based on factors such as experience, skills, and geographic cost-of-labor differentials.","description_format":"text","description_chars":4870,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Life insurance","Unlimited PTO"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-10-16T10:08:35Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":1,"expected_fill_days":26,"reasons":["conf:3","win:early"],"computed_at":"2026-10-17T05:46:00Z"},"pay":{"stated_usd_annual":85000,"is_top_pay":false},"html_url":"https://alion.io/job/sochacapital-client-service-coordinator","json_url":"https://alion.io/job/sochacapital-client-service-coordinator.json","meta":{"generated_at":"2026-10-17T12:42:35Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":16884,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-18T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4422411},"rest":"https://alion.io/mcp/rest/get_company?id=4422411"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fsochacapital-client-service-coordinator"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fsochacapital-client-service-coordinator"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fsochacapital-client-service-coordinator"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/sochacapital-client-service-coordinator\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fsochacapital-client-service-coordinator"}]}