Part Time Travel Customer Support Job November 2025

As a Client Service Associate / Financial Advisor Assistant with Remote Advisor Resources, you will be instrumental in ensuring smooth operations and exceptional client experiences for independent financial advisors. Your key responsibilities will include:

• Efficiently process a range of client-related transactions including account openings, transfers (ACATs), contributions, and distributions.
• Manage client service requests, meticulously following up with major custodians such as LPL, Schwab, and Fidelity.
• Prepare and diligently track all necessary paperwork for client onboarding and ongoing account maintenance.
• Maintain accurate and up-to-date CRM records using platforms like Redtail, Wealthbox, Salesforce, or Tamarac.
• Compile and organize meeting reports, comprehensive client summaries, and essential documentation.
• Provide robust support for compliance workflows and seamless back-office coordination.

We are seeking a highly organized, communicative, and self-directed professional with a proven track record in financial services. Ideal candidates will possess:

• A minimum of 3 years of hands-on experience within an RIA, IBD, or wealth-management environment.
• Direct, practical experience with major custodian platforms such as LPL, Schwab, Fidelity, or similar systems.
• Proficiency in leading CRM systems like Redtail, Wealthbox, or other comparable financial CRMs.
• Exceptional attention to detail and superior organizational skills, critical for managing complex financial tasks.
• Clear, concise written and verbal communication abilities to effectively interact with advisors and custodians.
• The ability to work independently, demonstrate high reliability, and thrive in a remote work setting.

To apply for this rewarding remote opportunity, please click the button below. In the application form, kindly highlight your experience with financial advisor support, specific custodian platforms, and how your organizational skills make you an ideal candidate for a 1099 remote contract. We look forward to reviewing your application and exploring how you can contribute to our network of leading financial advisors.

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Q1: What is the application deadline for this position?
The closing date for applications is December 5, 2025. We encourage all interested candidates to apply well before this date.

Q2: Is this a remote position, and are there any location restrictions?
Yes, this is a 100% remote position. However, candidates must be located within the U.S. only to be considered.

Q3: What type of employment is this, and what are the expected hours?
This role is a 1099 Contractor position. It offers a flexible schedule, ranging from part-time (20 hours/week) to full-time (40 hours/week), based on your availability and client needs.

Q4: What specific experience is required for this role?
Applicants must have a minimum of 3 years of experience in an RIA, IBD, or wealth-management environment, along with hands-on proficiency with major custodian platforms (LPL, Schwab, Fidelity) and CRMs (Redtail, Wealthbox).