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Remote Client Services Coordinator — Wealth Mgmt & RIA

Remote / Online - Candidates ideally in
Weirton, Hancock County, West Virginia, 26062, USA
Listing for: Socha Capital
Full Time, Remote/Work from Home position
Listed on 2026-06-19
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A top-performing RIA firm is seeking a Client Services Coordinator to support financial advisors and enhance client relationships. This full-time, remote position offers mentorship from leadership, focusing on operational excellence and client experience enhancement. The ideal candidate will have over 5 years of experience in financial planning or investment management and a strong grasp of client service. This role provides a competitive salary, bonuses, and the opportunity for rapid career advancement.
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