Remote Part-Time Client Service Specialist (RIA Ops)

Simply Paraplanner; United States; Remote; USD 48,000 - 55,000; Part time

Job summary

Simply Paraplanner is seeking a part-time Client Service Associate to be the operational backbone of the client experience. You own the shared inbox, manage money movement, and handle data-gathering calls to keep 40+ households on track.

This fully remote role requires Direct RIA experience, strong CRM discipline, and familiarity with Schwab Advisor Center and Salesforce. You will maintain documentation, coordinate signatures, and guide clients through onboarding and planning tools.

Qualifications

• Direct RIA experience required.
• Custodial platform experience (Schwab Advisor Center preferred).
• CRM discipline with thorough documentation.
• E-signature workflows in SignNow or DocuSign.
• AI fluency with judgment and secure data handling.
• FPQP certification or willingness to obtain.

Responsibilities

• Inbox triage and client service: own the shared inbox and be the first contact.
• Money movement and custodial ops: process transfers, rollovers, and onboarding paperwork.
• Client onboarding and data-gathering calls: conduct Zoom sessions and collect documents.
• CRM ownership: ensure all interactions are recorded in the CRM.
• SOP maintenance: document new solutions to improve processes.

Skills

Client service

CRM management

Data gathering

Money movement coordination

Documentation discipline

Tools

Schwab Advisor Center

Salesforce

SignNow

DocuSign

eMoney

Job description

Simply Paraplanner is seeking a part-time Client Service Associate to be the operational backbone of the client experience. You own the shared inbox, manage money movement, and handle data-gathering calls to keep 40+ households on track.

This fully remote role requires Direct RIA experience, strong CRM discipline, and familiarity with Schwab Advisor Center and Salesforce. You will maintain documentation, coordinate signatures, and guide clients through onboarding and planning tools.