Client Services Assistant

BELAY; United States; Remote; USD 42,000 - 60,000; Part time

Job summary

BELAY is seeking a precision-driven Client Services Assistant to support financial advisory practices remotely in the United States. You will manage client communications, onboarding workflows, and regulatory-aligned processes with a focus on accuracy and efficiency.

This contractor role requires 3+ years in financial services support, exceptional attention to detail, and the ability to operate independently in a regulated environment.

Qualifications

• 3+ years in financial services or RIAs support roles.
• Demonstrates precision in regulated environments.
• Proactive, independent problem-solver who ensures audit-ready processes.

Responsibilities

• Own client communication flow with same-day responsiveness.
• Drive onboarding and account workflows from initiation to completion.
• Maintain audit-ready systems with zero documentation gaps.
• Remove friction from advisor workflows to improve client experience.

Skills

Financial services support

Regulatory compliance

Client communication

Attention to detail

Tools

Redtail

Wealthbox

Orion

Schwab portals

Job description

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.