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Remote Client Services Coordinator — Wealth Mgmt & RIA
Remote / Online - Candidates ideally in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-08-09
Indianapolis, Hamilton County, Indiana, 46262, USA
Listing for:
Socha Capital
Full Time, Remote/Work from Home
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Wealth Management
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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