Client Services Assistant

Client Services Assistant (Remote)

We are seeking precision-driven operators who function as the operational backbone of a financial advisory practice. This role is designed for individuals who bring ownership, accuracy, and a compliance-first mindset to high-touch client environments.

You will support advisors by ensuring client operations run with consistency, integrity, and regulatory alignment. This is not a task-based role; it is a performance role.

ROLE SUMMARY

This remote Client Services Assistant contractor role supports financial advisory practices through client communication, operational coordination, account administration, and compliance-focused workflow management. Ideal candidates have experience in financial services support environments and can operate with accuracy, professionalism, and strong attention to detail.

THE IMPACT

• Your effectiveness is measured by the stability and confidence you create across the practice:
• Client Confidence: Clients experience responsiveness, clarity, and professionalism at every touchpoint.
• Operational Precision: The back office runs with accuracy, consistency, and reliability.
• Compliance Integrity: Processes and documentation remain audit-ready and aligned with regulatory expectations.
• Advisor Bandwidth: Advisors regain time to focus on growth and high-level client relationships.

CORE RESPONSIBILITIES

• Relationship & Communication: Own client communication flow to ensure same-day responsiveness and zero missed follow-ups
• Operational Execution: Drive onboarding and account workflows from initiation to completion with no delays or rework
• Compliance & Risk Management: Maintain audit-ready systems with zero documentation gaps or compliance risks
• Advisor Support & Optimization: Actively remove friction from advisor workflows before it impacts client experience

WHAT A TYPICAL WEEK MAY INCLUDE

Managing client communication, coordinating onboarding and account workflows, maintaining CRM and compliance documentation, supporting advisor operations, monitoring deadlines, and ensuring client requests and follow-ups are handled accurately and efficiently.

TOOLS & TECHNOLOGY

Use financial platforms (Redtail, Wealthbox, Orion, Schwab custodian portals) and AI tools to improve accuracy, speed, and workflow organization while maintaining strict compliance standards.

LOGISTICS

• Remote (U.S. only; excluding CA, CO, MT, NJ, NY, PA)
• 1099 Contractor | Starting at $30/hour, depending on experience
• Monthly pay based on contracted hours; hours not guaranteed

WHO YOU ARE

• You have 3+ years of experience in financial services or RIA support roles.
• Detailed operator who thrives in regulated, compliance-heavy environments.
• High emotional intelligence with the ability to manage professional client interactions.
• Proactive problem-solver who operates independently in high-stakes environments.
• Demonstrated ownership of end-to-end workflows, not just task support
• Experience supporting multiple advisors or high client volume without quality loss
• Evidence of building or improving systems, not just following them
• Comfort being measured on accuracy, speed, and advisor satisfaction

THIS ROLE IS NOT FOR YOU IF

• You prefer unstructured or loosely defined work environments.
• You struggle with detail-heavy or rigid compliance-driven processes.
• You avoid direct client or vendor interaction.

SUCCESS IN THIS ROLE LOOKS LIKE

Client operations run smoothly and consistently, documentation remains accurate and audit-ready, advisors experience reduced administrative friction, and clients receive responsive, professional support throughout every interaction.