Hiring: Client Services Coordinator | Wealth Management | Financial Planning | RIA Operations Company: Socha Capital Location: Austin, Texas Metropolitan Area Job Posted Time: 2026-09-16 13:11:47 Employment Type: Remote Target Skills & Keywords : Financial Planning, Microsoft Excel, Microsoft Office, Wealth Management About the job Experience: •5+ years of client service or operations experience in wealth management, financial planning, an RIA, brokerage, or related financial services environment preferred Qualifications: •Schwab Advisor Center experience strongly preferred •Strong Microsoft Office and Excel skills •Bachelor's degree preferred •Direct exposure to the CEO and senior leadership •Accelerated learning across financial planning, investments, tax strategy, insurance, and RIA operations •The opportunity to build relationships with extraordinarily successful entrepreneurs and families •Professional development and continued learning Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!