Client Services Assistant

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 $37/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. #J-18808-Ljbffr BELAY