Fractional Client Service Associate

Village Financial Services • W2 Full-time • Remote (Remote, USA Only) • $58k - $70k / hour • 1m ago

Firm Type: RIA

Benefits Offered: Health Coverage, 401k Retirement Program, Paid Time Off, Professional Development Assistance, Flexible Work Schedule

As an FCSA, no two days are identical. You are simultaneously the operational backbone for multiple independent advisory firms: managing tasks, servicing accounts, supporting client meetings, and keeping everything moving with precision and warmth.

Client Service and Operational Support

• Serve as the primary operational point of contact for 4 to 7 assigned RIA firms and their end clients

• Prepare client meeting materials: account summaries, planning reports, portfolio data, and agenda documents

• Draft and send client communications related to account servicing, paperwork, and follow-up requests

• Support advisors in delivering a high-touch client experience through timely, accurate, and proactive operational work

• Manage a firm-specific CSA inbox for each advisor, triaging and responding according to firm protocols

Custodial Account Servicing

• Prepare and process custodial paperwork for account openings, transfers (ACAT/TOA), and maintenance requests

• Support money movements, beneficiary updates, RMD distributions, QCDs, Roth conversions, and other account servicing requests

• Work fluently within Schwab Advisor Center and Altruist; follow up with custodians through completion

• Prioritize distributions and money movements as the highest-urgency daily tasks

• Maintain documentation of all servicing activities in the firm's CRM CRM Management and Documentation

• Maintain accurate client records in Advyzon, Slant, Wealthbox, and/or Redtail depending on the firm

• Write clear, consistent CRM notes using the Big 3 format: What You Did, What's Next, and When

• Execute and maintain CRM workflows to ensure no task falls through the cracks

• Track outstanding tasks and follow through to completion; escalate to Team Lead first, then advisor, when needed

• Log time entries in Ruddr accurately and in real time to support client invoicing

New Client Onboarding

• Coordinate paperwork, disclosures, and account opening documents for new advisory relationships

• Build out CRM records, service calendar entries, and workflow templates for new clients

• Support the discovery and recommendation phases with document collection and data entry

• Ensure clients feel organized and well-supported from their very first interaction

Review Meeting Support

• Prepare surge schedules and review meeting materials for quarterly or annual client reviews

• Generate reports from planning tools (RightCapital, eMoney, Holistiplan) for advisor-led meetings

• Complete all follow-up tasks assigned during review meetings and document outcomes in CRM

• Update Holistiplan tax scenarios, RMD calculations, and year-round planning documents post-meeting

Advisor Relationship Management

• Participate in a kickoff call and first-90-day onboarding period for each new advisor relationship

• Maintain regular touchpoints with advisors, especially during the first 90 days

• Proactively surface issues, flag pending items, and communicate status updates without being asked

• Manage competing priorities across 4 to 7 advisors using structured daily task prioritization

WHAT YOU BRING

Required

• 2+ years of operations and/or CSA experience in an RIA or financial planning firm

• Fluency in Charles Schwab Advisor Center: account maintenance, digital workflows, and move money tools

• Experience with at least one major wealth management CRM: Advyzon, Wealthbox, or Redtail

• Excellent written communication: you write professional, clear client-facing emails without heavy editing

• Strong personal organization: you manage multiple priorities, track your own deadlines, and follow through

• Comfortable working independently in a fully virtual environment

Nice to Have

• Experience supporting multiple RIA firms simultaneously (fractional or multi-advisor role)

• Altruist platform experience

• Familiarity with financial planning tools: RightCapital, eMoney, and/or Holistiplan

• Experience with AI tools in a professional context, particularly Claude (by Anthropic), for drafting, summarizing, and operational workflows • Proficiency with Microsoft Outlook, Excel, and calendar management across multiple firms

• Exposure to Orion, Tamarac, Capitect, or other portfolio management platforms

• Familiarity with DocuSign, especially within Schwab's digital workflow environment

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