Nifty Advisor Support Implementation Specialist, Servicing Remote · Full time Company website

Apply for Implementation Specialist, Servicing

Nifty Advisor Support is one of the industry's leading talent and implementation solutions for resource-strapped financial advisors. Our 100% remote team thrives on efficiency, structure, and collaboration, offering roles in client servicing, financial planning, and marketing. Join our team today! 🚀

About Nifty Advisor Support

Nifty Advisor Support provides ongoing and project-based implementation support for Registered Investment Advisors (RIAs). We’re a remote team built on trust, clear expectations, and consistent execution.

Role Summary

As an Implementation Specialist on the Servicing team, you’ll provide client servicing and operational support for RIAs across our Service Flow and/or Service Forward service lines. This role is best for someone detail-oriented, adaptable across multiple systems, and proactive in communication.

You’ll also partner closely with the Service Delivery Coordinator and Implementation Coaches to support advisor satisfaction, monitor service quality, and proactively identify and address any service gaps.

Time Tracking Requirement

This is a salaried full-time role; however, accurate hourly time tracking by client and task is required for capacity planning and service delivery.

What Success Looks Like

• You track your time daily and accurately by client and task.
• You communicate early and clearly, especially when priorities shift, or a deadline is at risk.
• You can switch between multiple tech stacks (CRM, custodians, task management, email) without dropping details.
• You’re adaptable, take ownership, and ask for help quickly when you’re blocked.

Responsibilities

• Manage custodian paperwork and service requests (forms, follow-ups, tracking, and status updates) (approx. 60%)
• Communicate with advisors, custodians, and clients as needed via email, Slack, phone, and video (approx. 15%)
• Complete ad hoc operational tasks such as workflow audits/implementation, drafting client emails, research, and administrative support (approx. 25%)
• Track tasks, meet deadlines, and proactively communicate status, next steps, and risks
• Partner with the Service Delivery Coordinator and Implementation Coaches to ensure advisors are satisfied with services and to identify and address service gaps

Qualifications

• 1-3 years supporting financial advisors in a back-office/operations role (RIA experience preferred)
• Custodian experience required (Schwab Advisor Center and/or Fidelity Wealthscape preferred)
• Proven ability to track hourly work precisely (by task/client) in a time-tracking system
• Strong organization, attention to detail, and ability to manage shifting priorities
• Strong written communication and responsiveness in a remote environment (Slack/email)
• Demonstrated ability to manage multiple systems at once and learn new tools quickly
• Comfortable escalating issues and asking questions early to keep work moving
• High school diploma
• U.S.-based and legally authorized to work
• Must pass a background check

Compensation & Benefits

• 100% remote (within the United States)
• Flexible schedule around core business hours
• Paid training and structured onboarding
• Paid holidays when the office is closed
• Health/Dental/Vision insurance with employer contribution upon eligibility
• Unlimited PTO and sick time upon eligibility
• Ability to work internationally, upon eligibility and with approval
• 401(k) enrollment with up to 4% match upon eligibility
• Bonus based on company performance

Hiring Process

1. Application review
2. Culture interview
3. Technical interview and skills assessment
4. Final decision and offer (two-week onboarding)

How to Apply

Please do not email or DM regarding applications—apply through the designated application portal only.

Nifty Advisor Support is committed to building a diverse and inclusive workplace. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. Accommodations are available upon request for candidates taking part in all aspects of the recruitment process.