Client Services Assistant

Core Responsibilities

• Own client communication flow to ensure same-day responsiveness and zero missed follow-ups
• Drive onboarding and account workflows from initiation to completion with no delays or rework
• Maintain audit-ready systems with zero documentation gaps or compliance risks
• Actively remove friction from advisor workflows before it impacts client experience

Tools & Technology

• Use financial platforms (Redtail, Wealthbox, Orion, Schwab custodian portals)
• 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 $30/hour, depending on experience
• Monthly pay based on contracted hours; hours not guaranteed

Who You Are

• 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

What You're Not For

• Prefers unstructured or loosely defined work environments
• Struggles with detail-heavy or rigid compliance-driven processes
• Avoids 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
• Clients receive responsive, professional support throughout every interaction