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Remote Client Services Coordinator — Wealth Mgmt & RIA

Socha CapitalRemoteMay 23rd, 2026
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.#J-18808-Ljbffr