Remote Wealth Management Client Service Associate Fast-Track
Austin, Travis County, Texas, 78716, USA
Listed on 2026-10-12
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Finance & Banking
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Customer Service/HelpDesk
Socha Capital in Austin, Texas, is seeking a client service professional to own client requests from start to finish. You will prepare and process accounts, transfers, and custodian paperwork while communicating with high-net-worth clients and professionals.
You will work with Schwab Advisor Center, Redtail, Orion, and eMoney, ensuring compliance and continuous process improvements. The role offers remote work based in Austin with high expectations and growth potential.
The Remote Wealth Management Client Service Associate Fast-Track role at Socha Capital is now open for applications in Austin, TX, United States.
This posting is for the Remote Wealth Management Client Service Associate Fast-Track role at Socha Capital, based in Austin, TX, United States.
We are looking to fill the Remote Wealth Management Client Service Associate Fast-Track position at Socha Capital in Austin, TX, United States.
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