Advisor Support Specialist – Financial Services

Remote – West Coast
Salary: $60,000/year + Quarterly Incentives
Employment Type: Direct Hire

We are seeking an RIA Client Service Representative to assist financial advisors with day-to-day account servicing and operational requests. This role is ideal for someone with direct experience supporting advisors, processing investment account paperwork, and working within an RIA, custodian, or broker-dealer environment.

What You'll Do

• • Serve as a primary point of contact for advisors and their staff
  • Process new accounts, transfers, distributions, maintenance requests, and operational service items
  • Resolve NIGO issues and ensure paperwork accuracy
  • Coordinate with custodians and internal teams to deliver timely solutions
  • Provide high-level service and operational support to advisors nationwide

What We're Looking For

• Required

  • 3+ years of financial services experience
  • Experience supporting advisors, clients, or operations within an RIA, broker-dealer, custodian, or wealth management firm
  • Strong understanding of account opening, transfers, and maintenance processes
  • Excellent communication skills and attention to detail

  Preferred

  • Experience with Schwab, Fidelity, Raymond James, or similar custodians
  • Experience using Salesforce, Orion, or related industry platforms
  • Advisor support, client services, or wealth management operations background

Why This Role?

This is an opportunity to build deeper experience in RIA and wealth-management operations while supporting financial advisors across the country. You'll gain exposure to account servicing, custodial platforms, transfers, money movement, and the operational processes that keep an advisory practice running smoothly.

Compensation: $60,000 annually + Quarterly Incentives

If you have a financial-services background and enjoy solving problems, working with advisors, and ensuring requests get completed accurately and on time, we'd like to hear from you!

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