Client Service Associate

Client Service Associate

Company: New Heights Solutions, LLC Location: Remote (U.S.-based required) Type: Part-Time, with opportunity to grow to Full-Time

About Us

We are a boutique Virtual Assistant Agency that partners exclusively with Independent Registered Investment Advisors (RIAs) to provide high-level administrative and client service support. Our mission is to bring calm, organization, and white-glove service to advisory firms so they can focus on serving their clients well. We value integrity, attention to detail, proactive communication, and a heart for service.

Position Overview

We are seeking a reliable, detail-oriented Client Service Associate to support financial advisory clients with day-to-day administrative and client service tasks. This role is ideal for someone who enjoys creating order, following processes, and supporting both advisors and their clients behind the scenes.

You will work remotely as part of a small, collaborative team and receive structured training and ongoing support.

Key Responsibilities

Client Service & Administrative Support:

• Manage and respond to client emails in a professional, timely manner

• Schedule client meetings and manage advisor calendars

• Prepare meeting materials and follow-up items

• Assist with client onboarding and account maintenance tasks

• Prepare paperwork for Advisor’s clients

• Maintain accurate client records in the CRM system

• Track tasks and follow documented workflows and procedures

Operations & Team Support:

• Update internal systems and workflows

• Communicate proactively with Advisors

• Identify inefficiencies or errors and suggest improvements

• Protect client confidentiality and handle sensitive information with care

Required Skills & Qualifications

• Strong written and verbal communication skills

• Exceptional attention to detail and accuracy

• Highly organized and able to manage multiple tasks

• Comfortable following systems, checklists, and standard operating procedures

• Tech-savvy with the ability to learn new software quickly

• Reliable internet connection and quiet home workspace

Strongly Preferred

• At least 2 years of experience working with financial advisors, RIAs, or wealth management firms

• Familiarity with Wealthbox, RedTail, Charles Schwab, DocuSign, scheduling tools, and document management systems

Traits for Success in This Role

• Proactive and dependable

• Calm under pressure

• Service-oriented and professional

• Willing to ask questions and learn

• Aligned with a long-term role

Training & Growth

• Structured onboarding and role-specific training

• Clear expectations and documented processes

• Opportunity for increased hours, responsibility, and advancement over time

Compensation

• Hourly, based on experience

• Paid training

Other Conditions

• Due to the nature of this business, confidentiality and data security are paramount. All contractors will be subject to background checks.

• This will be a part-time, independent contractor position to start, but has the potential to grow into a full-time position.

How to Apply

Please submit:

• Your resume

• A brief cover letter explaining why you’re interested in this role and any relevant experience

We are excited to find someone who takes pride in supporting others and values excellence in client service!