Are you an experienced financial services professional looking for a remote Client Services Assistant job? 💻🏡 Belay is hiring Client Services Assistants to support financial advisory practices remotely, with contractor opportunities starting at $30 per hour, depending on experience.
For experienced professionals, the opportunity may pay up to $38/hour, making this an attractive option for candidates with a strong background in financial services, registered investment adviser (RIA) support, client operations, compliance, and administrative coordination.
This is a role for professionals who are highly organized, detail-oriented, proactive, and comfortable working in compliance-focused environments. Rather than simply completing individual administrative tasks, Client Services Assistants are expected to take ownership of workflows and help keep financial advisory practices running smoothly. 📊✨
💼 About the Client Services Assistant Position
Belay is seeking precision-driven operators who can serve as an operational backbone for financial advisory practices.
The remote Client Services Assistant contractor will support advisors through:
👥 Client communication
📋 Operational coordination
🗂️ Account administration
✅ Compliance-focused workflow management
📅 Deadline and follow-up management
💻 CRM and financial platform administration
🤝 Advisor operational support
The ideal candidate understands that accuracy, professionalism, responsiveness, and compliance are essential when supporting financial advisors and their clients.
💰 Client Services Assistant Pay & Job Details
💵 Starting pay: $30/hour, depending on experience
💰 Potential pay: Up to $38/hour
🏡 Work arrangement: Remote
🇺🇸 Location: U.S. only
🚫 States excluded: California, Colorado, Montana, New Jersey, New York, and Pennsylvania
📑 Employment type: 1099 contractor
🕐 Pay schedule: Monthly based on contracted hours
⚠️ Hours: Hours are not guaranteed
Because this is a contractor opportunity, candidates should understand the difference between a 1099 position and traditional W-2 employment.
🎯 What Does a Client Services Assistant Do?
A Client Services Assistant helps ensure that the administrative and client-service side of a financial advisory practice operates efficiently.
The role may involve managing client communications, coordinating account workflows, maintaining documentation, assisting advisors, monitoring deadlines, and making sure client requests are handled promptly and accurately.
🌟 Client Confidence
Client Services Assistants help create a professional client experience by providing:
Responsive communication
Clear information
Professional follow-up
Consistent service
Timely handling of requests
⚙️ Operational Precision
The successful candidate helps keep back-office operations organized and accurate while reducing delays, errors, and unnecessary rework.
🔐 Compliance Integrity
Because financial services are highly regulated, maintaining accurate and audit-ready documentation is an important part of the position.
🚀 Advisor Support
Client Services Assistants help remove administrative friction so financial advisors can spend more time focusing on their clients and growing their practices.
📝 Core Responsibilities
Responsibilities for this remote Client Services Assistant position may include:
👥 Relationship & Communication
Own the client communication flow
Respond to client needs promptly
Ensure follow-ups are not missed
Maintain professional client and vendor interactions
Help create a consistent client experience
⚙️ Operational Execution
Coordinate onboarding workflows
Manage account-related processes
Move workflows from initiation through completion
Monitor deadlines
Reduce delays and rework
Ensure operational processes remain organized
🔐 Compliance & Risk Management
Maintain accurate documentation
Keep systems audit-ready
Follow compliance-focused procedures
Identify documentation gaps
Help reduce operational and compliance risks
🤝 Advisor Support & Optimization
Support multiple advisors when needed
Identify workflow bottlenecks
Proactively solve operational issues
Improve administrative processes
Help advisors operate more efficiently
📅 What a Typical Week May Look Like
A typical week could involve a variety of client-service and administrative responsibilities.
The Client Services Assistant may spend time:
📧 Managing client communications
📋 Coordinating onboarding activities
🗂️ Processing account workflows
💻 Updating CRM records
🔐 Maintaining compliance documentation
📅 Monitoring deadlines
🤝 Supporting financial advisors
☎️ Handling client or vendor requests
✅ Following up on outstanding items
This makes the position particularly suited to someone who enjoys organization, ownership, and keeping multiple priorities moving forward.
💻 Tools & Technology
Candidates should be comfortable working with technology and financial-services platforms.
The role may involve tools such as:
Redtail
Wealthbox
Orion
Schwab custodian portals
AI-powered productivity and workflow tools
CRM systems
Technology is used to improve speed, organization, and accuracy while maintaining strict compliance standards. 🤖💻
✅ Remote Client Services Assistant Requirements
Belay is looking for professionals who have experience working in financial services or RIA environments.
Candidates should have:
⭐ 3+ years of experience in financial services or RIA support
🧐 Excellent attention to detail
🔐 Experience working in compliance-heavy environments
👥 Strong client-service skills
🧠 High emotional intelligence
🚀 Strong independent problem-solving abilities
📋 Experience owning end-to-end workflows
🤝 Experience supporting multiple advisors or high client volumes
⚙️ Experience improving systems and processes
⏱️ Ability to prioritize accuracy, speed, and deadlines
💻 Comfort using financial technology and CRM platforms
🚫 This Remote Job May Not Be a Good Fit If...
Belay indicates this position may not be suitable for professionals who:
Prefer loosely structured work environments
Struggle with detail-heavy processes
Dislike compliance-focused procedures
Avoid direct client or vendor communication
Prefer simply following assigned tasks rather than taking ownership
Have difficulty managing multiple priorities independently
This opportunity is designed for someone who thrives on accountability, precision, organization, and operational ownership.
🌟 What Success Looks Like
Success in this role means helping a financial advisory practice operate smoothly.
A successful Client Services Assistant will help ensure:
✅ Client requests receive timely responses.
✅ Documentation remains accurate and audit-ready.
✅ Account workflows move forward without unnecessary delays
✅ Advisors experience less administrative friction.
✅ Clients receive professional and consistent support.
✅ Operational processes remain organized and reliable.
💖 Why This Remote Opportunity Stands Out
One of the biggest advantages of this opportunity is that it goes beyond traditional administrative support.
The position gives an experienced financial-services professional the opportunity to become an important part of an advisory practice's operations.
The $30/hour starting rate and potential to earn up to $38/hour can also make this an appealing opportunity for qualified professionals seeking remote contractor work.
However, applicants should carefully consider the 1099 structure, the fact that hours are not guaranteed, and the state restrictions before applying.
💡 Career Tip From The Work From Home Queen
Don't undersell your financial services experience. 💼✨
When applying for a remote Client Services Assistant position, candidates should highlight measurable examples of how they have improved client service, reduced errors, managed account workflows, supported advisors, maintained compliance documentation, or improved internal processes.
Instead of simply writing:
"Responsible for client accounts."
A stronger resume statement could explain the impact:
"Managed client account workflows and documentation while maintaining accuracy, meeting deadlines, and supporting multiple financial advisors."
Specific accomplishments can help demonstrate the ownership and precision employers are seeking.
🚀 How to Apply
Interested candidates can CLICK HERE for full details and to apply for this Client Services Assistant position.
For more opportunities, check out The Work From Home Queen's VA Jobs Board for additional remote administrative and virtual assistant opportunities.
Friendly reminder: The Work From Home Queen doesn’t play a role in the applications or hiring processes for jobs posted on the site. The Work From Home Queen is a job board and blog that shares remote employment opportunities with its audience.
❓ Frequently Asked Questions
Yes. This is a remote position for U.S.-based contractors, with certain states excluded.
The position starts at $30 per hour depending on experience, with the opportunity advertised at up to $38 per hour.
This is a 1099 contractor position, not a traditional W-2 employee role.
No. Belay states that hours are not guaranteed, and monthly pay is based on contracted hours.
Candidates should have at least three years of experience in financial services or RIA support roles.
The opportunity is listed as U.S.-remote but excludes California, Colorado, Montana, New Jersey, New York, and Pennsylvania.
The position references financial platforms, including Redtail, Wealthbox, Orion, and Schwab custodian portals, as well as AI tools.
No. This opportunity is geared toward experienced professionals with financial services or RIA support experience.
Attention to detail, client communication, organization, compliance awareness, independent problem-solving, workflow management, and ownership are particularly important.
Candidates should review the official job listing for complete requirements, current availability, and application instructions before applying.
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