Remote Client Service & Onboarding Specialist for RIAs

Back Office Connection, Inc.; United States; Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Remote work environment

NYSE market holiday schedule

Paid personal time off

Employer-paid medical, dental, and vis

401(k) with employer matching

Job summary

Back Office Connection, Inc. is seeking an experienced Client Service Specialist to support day-to-day client service, onboarding, and account maintenance for Registered Investment Advisor firms.

This role leverages financial services knowledge, CRM familiarity, and workflow coordination to deliver accurate, responsive service and a high-quality client experience across advisory relationships. You'll manage onboarding, account opening and maintenance tasks, maintain CRM data, and coordinate with

Qualifications

• Experience supporting RIA/firms or custodians in client service workflows.
• Strong communication with advisors, custodians, clients, and remote team members.
• Hands-on onboarding, account opening, transfers, maintenance, and service follow-up.

Responsibilities

• Provide day-to-day client service support to RIA firms, advisors and internal teams.
• Support new client onboarding workflows, including account opening, transfer paperwork, data gathering, and follow-up on items.
• Prepare, review, and track custodial forms, service requests, and account maintenance tasks.
• Maintain accurate client and workflow information in CRM systems and update tasks/notes.
• Coordinate with custodians and service providers to resolve account administration issues.
• Monitor workflows to ensure timely, accurate task completion.
• Communicate proactively about task status and next steps with clients and team.
• Assist in documenting and improving client service procedures.

Skills

Client service

CRM systems

Onboarding

Account maintenance

Communication

Process coordination

Education

Bachelor’s degree in Finance, Business, Economics, or related field

Tools

CRM systems

Custodial platforms

Workflow management tools

Job description

Back Office Connection, Inc. is seeking an experienced Client Service Specialist to support day-to-day client service, onboarding, and account maintenance for Registered Investment Advisor firms.

This role leverages financial services knowledge, CRM familiarity, and workflow coordination to deliver accurate, responsive service and a high-quality client experience across advisory relationships. You'll manage onboarding, account opening and maintenance tasks, maintain CRM data, and coordinate with