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Redtail Jobs (NOW HIRING)

Virtual Managers

Admin Assistant

New York, NY · On-site

$19.75 - $26.50/hr

Previous experience with a CRM - Redtail experience a plus. * Strong communication skills, both oral written. * Flexibility in workflow priorities as business needs change. NOTE: 3-4 days of training ...

Orion

Platform Support Associate

Omaha, NE · On-site

$20.67 - $29.57/hr

Success in this role depends on reliability, communication clarity, and steady progression of platform knowledge across Orion products-such as Orion, Redtail, and OCIO-but not limited to these ...

Orion

Platform Support Associate

Omaha, NE · Hybrid

$20.67 - $29.57/hr

Success in this role depends on reliability, communication clarity, and steady progression of platform knowledge across Orion products-such as Orion, Redtail, and OCIO-but not limited to these ...

Orion

Client Support Representative

Omaha, NE · Hybrid

$20.67 - $29.57/hr

Success in this role depends on reliability, communication clarity, and steady progression of platform knowledge across Orion products-such as Orion, Redtail, and OCIO-but not limited to these ...

Orion

Platform Support Associate

Lehi, UT · Hybrid

$20.67 - $29.57/hr

Success in this role depends on reliability, communication clarity, and steady progression of platform knowledge across Orion products-such as Orion, Redtail, and OCIO-but not limited to these ...

Orion

Customer Experience Representative

Lehi, UT · Hybrid

$20.67 - $29.57/hr

Success in this role depends on reliability, communication clarity, and steady progression of platform knowledge across Orion products-such as Orion, Redtail, and OCIO-but not limited to these ...

Orion

Client Support Representative

Lehi, UT · Hybrid

$20.67 - $29.57/hr

Success in this role depends on reliability, communication clarity, and steady progression of platform knowledge across Orion products-such as Orion, Redtail, and OCIO-but not limited to these ...

Orion Corporation

Customer Success Associate

Omaha, NE · Hybrid

$20.67 - $29.57/hr

Success in this role depends on reliability, communication clarity, and steady progression of platform knowledge across Orion products-such as Orion, Redtail, and OCIO-but not limited to these ...

Orion

Customer Experience Representative

Omaha, NE · Hybrid

$20.67 - $29.57/hr

Success in this role depends on reliability, communication clarity, and steady progression of platform knowledge across Orion products-such as Orion, Redtail, and OCIO-but not limited to these ...

Orion

Client Operations Support Specialist

Lehi, UT · On-site

$21.75 - $31.13/hr

Success in this role depends on reliability, communication clarity, and steady progression of platform knowledge across Orion products-such as Orion, Redtail, and OCIO-but not limited to these ...

Orion

Technical Support Representative

Omaha, NE · Hybrid

$20.67 - $29.57/hr

Success in this role depends on reliability, communication clarity, and steady progression of platform knowledge across Orion products-such as Orion, Redtail, and OCIO-but not limited to these ...

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All JobsRedtail Jobs

Redtail information

See salary details

$14.5K

$49.4K

$66.5K

How much do redtail jobs pay per year?

As of Jun 16, 2026, the average yearly pay for redtail in the United States is $49,447.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $53,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals working with Redtail CRM, and how can they be addressed?

Professionals using Redtail CRM often encounter challenges related to data management, customization, and integrating the platform with other tools. Keeping client information up to date and ensuring data accuracy can require diligent attention, especially in busy advisory environments. Learning to customize workflows and reports to meet specific business needs may take some initial training but greatly enhances efficiency. Additionally, integrating Redtail CRM with financial planning or email tools can streamline operations, so leveraging available support resources and ongoing training is helpful for overcoming these challenges.

What are the key skills and qualifications needed to thrive as a Redtail CRM Specialist, and why are they important?

To thrive as a Redtail CRM Specialist, you need a thorough understanding of client relationship management, data entry accuracy, and financial industry knowledge, often supported by relevant experience or training. Familiarity with Redtail CRM software, integration tools, and data management systems is typically required. Strong attention to detail, problem-solving abilities, and excellent communication skills help you support users and streamline workflows. These skills are essential for maximizing CRM efficiency, ensuring data integrity, and enhancing client service within financial advisory settings.

What is the difference between Redtail vs CRM Specialist?

AspectRedtailCRM Specialist
CredentialsTypically requires financial or tech certifications, familiarity with RedtailRequires CRM platform knowledge, often certifications vary by platform
Work EnvironmentFinancial advisory firms, tech companies, financial servicesFinancial firms, marketing agencies, customer service teams
Employer & Industry UsageUsed by financial advisors for client managementUsed across industries for customer relationship management
Search & Comparison IntentPeople compare Redtail with other CRM tools or roles involving RedtailPeople compare CRM Specialist roles across platforms or industries

Redtail is a specific CRM platform widely used in financial services, requiring familiarity with its features. A CRM Specialist, on the other hand, is a role that involves managing various CRM systems, including Redtail, and may require platform-specific certifications. While Redtail focuses on client management within financial firms, CRM Specialists work across industries to optimize customer relationships using different CRM tools.

What are Redtail jobs?

Redtail jobs typically refer to positions at Redtail Technology, a company known for its customer relationship management (CRM) solutions, especially for financial professionals. These roles can include software developers, customer support specialists, sales representatives, and account managers. Employees at Redtail work on developing, maintaining, and supporting CRM software that helps financial advisors manage client relationships more efficiently. Working at Redtail often involves collaborating with a team to enhance user experience and provide innovative solutions for clients. Positions may also require knowledge of financial services or software development, depending on the specific role.
More about Redtail jobs
What cities are hiring for Redtail jobs? Cities with the most Redtail job openings:
What states have the most Redtail jobs? States with the most job openings for Redtail jobs include:
What job categories do people searching Redtail jobs look for? The top searched job categories for Redtail jobs are:
Redtail jobs near you
Infographic showing various Redtail job openings in the United States as of June 2026, with employment types broken down into 97% Full Time, 1% Part Time, 1% Contract, and 1% Nights. Highlights an 79% Physical, 18% Hybrid, and 3% Remote job distribution, with an average salary of $49,447 per year, or $23.8 per hour.
Senior Client Service Associate

Senior Client Service Associate

TalentLink Solutions

Remote

Full-time

Posted 22 hours ago

Job description

We are not your typical advisory firm! We are an innovative, client-centric firm that specializes in helping people celebrate the life they have while navigating towards their unique retirement! No paint-by-numbers. No plug-and-play. We start with dreams and goals, and together, create a financial strategy clients can't wait to implement. Our team shows up for each other and our clients, by doing what we say and being accountable every single day! As a small business with part of our team being fully remote, we are focused, creative, highly collaborative, and fun!
You are an experienced Senior Client Service Associate, who is ready to take on a role with considerable breadth and depth. You will play an important part in servicing, maintaining, and enhancing the strong relationships our clients have come to know and expect. Whether it's managing the phones, opening new accounts, handling service requests, coordinating and preparing for meetings, or any other task that moves the business forward, you approach the work with a service-driven attitude and outstanding accuracy and efficiency. In addition to having strong working knowledge of industry software, systems, and processes, you are exceptionally organized, detail-oriented, and committed to delivering a smooth, confidence-inspiring experience with every client interaction. You are ready to work with a team that recognizes your confidence and capability, who will empower you to take on new challenges and grow your responsibility.
You're a bit of a techie who loves learning and leveraging new technologies. You are proactive, naturally curious, and take pride in your work. You are always striving to be better and do better, consistently seeking ways to take tasks off the advisory team's plate so they can focus on meeting with clients and delivering value. This role offers meaningful leadership responsibility, growth potential, and the chance to make a lasting impact. Your personal drive, initiative, and ability to manage competing priorities are what will make you successful here!
Main responsibilities for the position include:
  • Manage client inbox and daily tasks in order of priority and allocate based on capacity of each team member; same business day client communication
  • Communicate, process, and follow up with clients on various client service items, including general questions, applications, withdrawal requests, beneficiary changes, etc., following all to completion
  • Coordinate with the advisors and clients to complete and process new account paperwork, checks, transfers, contributions, and keep client accounts in good standing
  • Service existing clients, including processing retirement distributions, paperwork for changing investments, preparing for client reviews, etc.
  • Create and maintain accurate client records in the CRM system (Redtail), ensuring all confidential and required information is securely stored
  • Monitor and streamline workflows for client service and business operations tasks
  • Answer, screen, and route phone calls, assisting clients directly where possible or taking messages for other team members as appropriate
  • Deliver superior client service; troubleshoot problems and serve as liaison between advisors and clients as needed
  • Manage Calendly and share calendars
  • Communicate with the custodian and other vendors as needed
  • Follow, manage, and monitor task list, effectively prioritizing time-sensitive requests or issues
  • This is a dynamic role that will continue to evolve, with significant opportunity for future growth
  • Other special projects and additional responsibilities will occur from time to time

The ideal candidate:
  • Bachelor's degree highly preferred, or equivalent work experience
  • 5+ years experience required; ideally in an RIA environment supporting one or more financial advisors
  • Knowledge of industry-specific software and systems required; familiarity with Redtail, Schwab, Fidelity, Hubly, Calendly, and Asana is a plus
  • Tech-savvy and highly proficient in Microsoft Office suite (Excel, Word, and PowerPoint); strong ability to learn and apply new software systems quickly
  • A commitment to excellence; detail-oriented, client-focused, and highly organized
  • Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful, and effective manner (both orally and in writing), and to handle difficult, sensitive issues
  • Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadline efficiently despite frequent interruptions
  • Proactive team player able to work in a fast-paced environment

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