Rembrandt Financial Group, LLC · 1 day ago
Operations and Client Services Coordinator
Austin, TX
Full-time
Onsite
Entry, Mid Level
2+ years expRembrandt Financial Group is a boutique wealth management firm located in West Austin, dedicated to helping clients achieve financial independence. They are seeking an Operations and Client Services Coordinator to manage client relationships, oversee office administration, and coordinate logistics for meetings and events.
Financial ServicesRisk ManagementWealth Management
Hiring Manager
Shawn Bryan, CFP®
Responsibilities
Be the primary point of contact for high-net-worth clients
Manage the client onboarding journey and maintain CRM databases
Oversee day-to-day office administration to ensure a professional environment
Act as the master of logistics for the team, managing calendars and scheduling conflicts
Prepare high-quality digital materials for client reviews and organize internal strategy meetings
Manage all aspects of professional travel for advisors
Plan and execute local marketing events and client appreciation gatherings
Organize educational seminars and community outreach programs
Qualification
Required
2–4 years of experience in a client-facing or marketing role, preferably within the financial services or luxury hospitality sectors
Highly proficient in Microsoft Office 365 and CRM platforms like Wealthbox and Redtail
Demonstrated ability to multitask in a fast-paced yet polished environment
Strong verbal and written communication skills
Proactive 'client-first' mindset
Benefits
Competitive salary
Full benefits
Vacation
Health insurance
401k
Company
Rembrandt Financial Group, LLC
Maintaining and improving your standard of living, preparing for monetary independence in retirement; as well as helping to preserve your estate - these are the goals and the very purpose of the existence of Rembrandt Financial Group, LLC.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Shawn Bryan, CFP®
Chief Operating Officer
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