Client Services Assistant

BELAY - Client Services Assistant

Description

• 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.

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