Wealth Management Lead & Calendar Coordinator
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Administrative/Clerical
Job Description & How to Apply Below
Socha Capital in Austin, TX is seeking a Business Development Coordinator to manage the prospect pipeline for wealth management. You will respond to inbound leads, qualify prospects, and book meetings while supporting the CEO’s calendar and meeting prep.
The role emphasizes end-to-end process ownership, fast follow-up, meticulous notes, and CRM discipline. You’ll engage affluent clients with precision and professionalism to drive firm growth.
The following position is for a Wealth Management Lead & Calendar Coordinator with Socha Capital.
We have an opening for a Wealth Management Lead & Calendar Coordinator in Austin, TX, United States within Management & Operations, Sales.
This role, Wealth Management Lead & Calendar Coordinator at Socha Capital, could be your next move.
Are you ready to take on the Wealth Management Lead & Calendar Coordinator role at Socha Capital?
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