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 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.
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.