Socha Capital ยท 2 months ago
Client Service Coordinator
United States
Full-time
Remote
Mid, Senior Level
5+ years expSocha Capital is an elite, high-growth fiduciary advisory firm serving entrepreneurs and business owners with complex financial lives. The Client Services Coordinator will support financial advisors and client relationships, directly impacting the firm's ability to deliver exceptional service and maintain operational excellence.
Financial ServicesRisk ManagementTax PreparationWealth Management
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 Holistaplan
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
Qualification
Required
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
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
Preferred
Bachelor's degree in Business, Finance, or related field preferred
Series 65 preferred or willingness to obtain
Company
Socha Capital
Secha Capital is a patient capital holding company that invests in African SMEs.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jeff Socha
Chief Executive Officer
Recent News
Seattle TechFlash
2025-06-03
Company data provided by crunchbase