Remote Client Operations Specialist

Fountain; United States; On-site; USD 34,095 - 48,560; Full time

Job summary

Belay is seeking precision-driven Client Services Assistants to back financial advisory practices. This remote contractor role emphasizes ownership, accuracy, and compliance in high-touch client environments.

You will support advisors with onboarding, account workflows, and regulator-aligned documentation, ensuring same-day communication, audit-ready records, and minimal friction in daily operations.

Qualifications

• 3+ years in financial services or RIA support.
• Detail-oriented with a compliance-first mindset.
• Ability to manage multiple advisor workflows without quality loss.

Responsibilities

• Own client communication flow with same-day responsiveness.
• Drive onboarding and account workflows from initiation to completion.
• Maintain audit-ready documentation and regulatory compliance.
• Reduce administrative friction in advisor operations.

Job description

Belay is seeking precision-driven Client Services Assistants to back financial advisory practices. This remote contractor role emphasizes ownership, accuracy, and compliance in high-touch client environments.

You will support advisors with onboarding, account workflows, and regulator-aligned documentation, ensuring same-day communication, audit-ready records, and minimal friction in daily operations.