Remote Client Services & Compliance Specialist

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

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.