ZipRecruiter

Log In

2

Remote Client Services Jobs (NOW HIRING)

next page

Showing results 1-20

People also search for

All JobsRemote Client Services Jobs

Remote Client Services information

See salary details

$10

$22

$40

How much do remote client services jobs pay per hour?

As of May 28, 2026, the average hourly pay for remote client services in the United States is $22.40, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Remote Client Services professional, and why are they important?

To thrive as a Remote Client Services professional, you need strong customer service skills, problem-solving abilities, and typically a background in business, communications, or a related field. Familiarity with CRM software, help desk platforms, and remote communication tools like Zoom or Slack is often required. Excellent written and verbal communication, active listening, and self-motivation help you stand out in this position. These skills ensure efficient client support, positive customer experiences, and effective collaboration in a remote work environment.

What are some common challenges faced in a Remote Client Services role and how can they be managed?

Working in Remote Client Services often involves navigating communication barriers, such as time zone differences and the absence of face-to-face interactions. To manage these challenges, it’s important to use clear, consistent communication tools and set expectations with clients regarding response times. Building strong relationships remotely also requires proactive follow-ups and regular check-ins with both clients and team members. Staying organized and leveraging collaborative platforms can help ensure smooth workflows and client satisfaction.

What are remote client services?

Remote client services involve assisting customers or clients from a distance, typically through phone, email, chat, or video conferencing. Professionals in this role handle inquiries, resolve issues, and provide support without meeting clients face-to-face. This setup allows companies to offer customer service to clients regardless of location and often includes technical support, account management, or general customer care. Remote client services roles require strong communication skills, problem-solving abilities, and comfort with digital tools.
More about Remote Client Services jobs
What cities are hiring for Remote Client Services jobs? Cities with the most Remote Client Services job openings:
What are the most commonly searched types of Client Services jobs? The most popular types of Client Services jobs are:
What states have the most Remote Client Services jobs? States with the most job openings for Remote Client Services jobs include:
Remote Client Services jobs near you

Client Services Assistant (Remote)

Belay Solutions

Houston, TX • Remote

$25 - $35/hr

Contractor

Posted 21 days ago

Job description

Client Services Assistant (Remote)

We are seeking precision-driven operators who function as the operational backbone of a financial advisory practice. This role is designed for individuals who bring ownership, accuracy, and a compliance-first mindset to high-touch client environments.

You will support advisors by ensuring client operations run with consistency, integrity, and regulatory alignment. This is not a task-based role; it is a performance role.

ROLE SUMMARY

This remote Client Services Assistant contractor role supports financial advisory practices through client communication, operational coordination, account administration, and compliance-focused workflow management. Ideal candidates have experience in financial services support environments and can operate with accuracy, professionalism, and strong attention to detail.

THE IMPACT

  • Your effectiveness is measured by the stability and confidence you create across the practice:

  • Client Confidence: Clients experience responsiveness, clarity, and professionalism at every touchpoint.

  • Operational Precision: The back office runs with accuracy, consistency, and reliability.

  • Compliance Integrity: Processes and documentation remain audit-ready and aligned with regulatory expectations.

  • Advisor Bandwidth: Advisors regain time to focus on growth and high-level client relationships.

CORE RESPONSIBILITIES

  • Relationship & Communication: Own client communication flow to ensure same-day responsiveness and zero missed follow-ups

  • Operational Execution: Drive onboarding and account workflows from initiation to completion with no delays or rework

  • Compliance & Risk Management: Maintain audit-ready systems with zero documentation gaps or compliance risks

  • Advisor Support & Optimization: Actively remove friction from advisor workflows before it impacts client experience

WHAT A TYPICAL WEEK MAY INCLUDE

Managing client communication, coordinating onboarding and account workflows, maintaining CRM and compliance documentation, supporting advisor operations, monitoring deadlines, and ensuring client requests and follow-ups are handled accurately and efficiently.

TOOLS & TECHNOLOGY

Use financial platforms (Redtail, Wealthbox, Orion, Schwab custodian portals) and 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

  • You have 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

THIS ROLE IS NOT FOR YOU IF

  • You prefer unstructured or loosely defined work environments.

  • You struggle with detail-heavy or rigid compliance-driven processes.

  • You avoid 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, and clients receive responsive, professional support throughout every interaction.

Company Description

Since 2010, BELAY’s flexible staffing solutions have quickly connected over 10,000 busy leaders and owners with the fractional administrative and accounting help they need from the nation’s largest pool of exceptional, U.S.-based talent.
Our intentional matching process pairs leaders with the right hire designed to fit their exact needs and those of their organization with a fractional staffing model that ensures you only pay for what you need. In short, we get leaders back to leading.

Apply