Executive Support Built for Financial Services
Get vetted, finance-fluent support that protects client trust and your reputation so you can lead, sell and serve more.
93%
First-match success
Trusted By Financial Firms Nationwide
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Premium Matching
BELAY's Premium Matching
We do the hiring for you. We match you with a vetted, finance-fluent assistant in about one week.
93% of clients love their first match, and if it’s not the right fit, we replace them quickly at no extra cost.
All assistants are U.S.-based, background checked, identity verified and experienced in wealth ops.
BELAY Supports Financial Professionals
Financial Advisors
Registered Investment Advisors
Wealth management firms
Retirement & tax strategy firms
Financial planning and advisory practices
Broker-dealer–affiliated advisory firms
Family offices and multi-advisor firms
Insurance-led or hybrid advisory models
A BELAY Client Services Assistant Can:
Own your calendar, inbox and client scheduling
so you’re in client and COI meetings, not stuck in coordination mode.
This means less back-and-forth, fewer missed details, more high-value conversations on the calendar. Protect blocks during quarterlies.
Run follow-up and find “missing items”
so paperwork doesn’t stall and clients aren’t waiting on you.
Signatures, forms and requirements get completed without you babysitting it.
Own new-client onboarding
so accounts open cleanly and faster, with fewer kicked-back forms.
Checklists, forms, portal setup and follow-through… handled end-to-end.
Coordinate routine account service requests
so client needs get handled quickly and accurately.
They’ll address changes, beneficiaries, transfers coordination and other admin requests so things stay on track.
Prep review meetings
so every client meeting is polished, process-driven and ready to run.
Agendas, review packets, document checks and follow-up tasks are handled before the meeting, especially during quarterly review season.
Keep your CRM and client records current
so client service stays consistent and nothing slips.
Clean notes, updated contact info, tracked tasks, smoother handoffs.
This isn’t task support. It’s operational margin.
- More client/COI meetings
- Faster onboarding + follow-up
- Less risk, less chaos, more control
More client/COI meetings
Faster onboarding + follow-up
Less risk, less chaos, more control
Every week you stay the bottleneck, you’re paying for it twice… once in lost revenue time and again in client experience risk. If onboarding is clunky or follow-up is slow, clients feel it.
Schedule a call with a BELAY Solutions Consultant
See how Samir scaled his private lending company with BELAY support
The Old Way
vs
The BELAY Way
The Old Way vs The BELAY Way
| The Old Way | The BELAY Way |
|---|---|
Trial-and-error hiringGeneric admins, long ramp time and you’re still the bottleneck. |
Industry-Verified TalentU.S.-based, vetted for wealth ops and secure systems. |
Client experience feels inconsistentSlow follow-up, sloppy tone and little cracks that quietly erode trust. |
Client-Ready CommunicationPolished client touchpoints that protect trust and reputation. |
No flex, only burnoutQuarterly reviews and peak seasons mean late nights, stress and chaos. |
On-Demand ScalabilityFlex hours for surge seasons without W-2 overhead. |
Endless back-and-forth to “get it right”You’re answering questions, fixing mistakes and re-explaining processes. |
Precision MatchingMatched fast with someone who knows the pace of finance. |
Fear of the wrong hireOne bad fit creates risk, disruption and wasted time you don’t have. |
Right-Fit GuaranteeWrong match, we fix it quickly at no extra cost. |
You’re piecing it all togetherRecruiting, onboarding, security steps, support… all on your plate. |
High-Touch Platform SupportOnboarding and compliance coordination handled with you. |
Schedule a call with a BELAY Solutions Consultant
What Our Clients Say
Stop spending your best hours on admin work.
Let’s get you back in the seat you’re paid for, leading, serving clients and growing AUM…not chasing details.
Schedule a call with a BELAY Solutions Consultant
Time saved weekly
10+ hours
Frequently Asked Questions
↓ Is this for licensed work (trading, giving advice, client solicitation)?
No. BELAY Client Services Assistants provide non-licensed administrative and operational support. They can handle workflows like scheduling, follow-ups, onboarding coordination, paperwork preparation, CRM updates and client communications within your firm’s guidelines, but they do not perform activities that require a securities or insurance license.
↓ How do you protect sensitive client data and follow our security requirements?
Confidentiality is non-negotiable at BELAY. Assistants operate under strict BELAY confidentiality agreements and many firms also have the assistant sign an NDA directly with them. Your assistant can follow your security protocols from day one, including VPNs, MFA, password managers and secure portals.
You remain in control of the environment and access, you can provide a firm-issued laptop if you choose to and apply any additional screening after placement (fingerprinting or extra background checks), just as you would with an internal hire.
You remain in control of the environment and access, you can provide a firm-issued laptop if you choose to and apply any additional screening after placement (fingerprinting or extra background checks), just as you would with an internal hire.
↓ What systems do you commonly support (CRM, planning tools, custodian portals)?
We support the platforms commonly used across RIAs and wealth management, including popular CRMs, planning tools and custodian portals. Examples our assistants are fluent with are eMoney, Envestnet, Wealthscape, Freetext, Advisor360, Salesforce, Rightbridge and VAOE. On your call, we’ll confirm your exact tech stack and match you with someone who has experience in the systems you use, so you’re not starting from zero or spending weeks training basic tools.
↓ Will Client Services Assistants open up Roth accounts for clients?
No. Our Client Services Assistants are not certified planners so they cannot open accounts or move money. They can handle the administrative part of that process - ie. ensuring the client has all of the appropriate documents submitted, tracking submission timelines and deliverables, scheduling meetings with the CFP, etc.
↓ Do you offer offshore or low-cost VA staffing?
No. BELAY provides premium, U.S.-based support for high-trust financial work. Our Client Services Assistants are vetted, background checked, identity verified and selected for professionalism and experience in financial services.
↓ Is there a minimum monthly commitment?
Yes. We start at 45 hours per month, because consistent support is what creates real operational relief. You can always scale up during surge seasons, and we’ll help you right-size the hours based on your workload and goals.
↓ Can the assistant work in-office or is this fully remote?
BELAY assistants are fully remote. That’s what makes the model flexible and scalable. You still get high-touch support through your preferred communication style (email, phone, video, etc.), and your Client Services Assistant can operate inside your systems securely, without adding employees expenses, payroll taxes or limitations of an in-office hire.
About Us
About BELAY
Since 2010, BELAY has helped thousands of leaders get the right support without the long, painful hiring process, by matching clients with talent from the nation’s largest pool of exceptional, U.S.-based professionals.
As a remote-first company with team members across 48 states, BELAY has over 15 years of experience building a connected, high-performance culture that works, even without a shared office.
Our “secret sauce” is a proven matching process, where a Client Success Consultant vets candidates from a bench of nearly 2,000 U.S.-based professionals and typically delivers a match in about one week, so clients can delegate faster and get back to higher-value work.
+
Years Experience
States Covered
+
U.S.-Based Professionals
~ Week
Match Time
Exclusively for Financial Leaders Who Need Margin
The Financial Advisor's Delegation Guide
How to delegate high-value work without sacrificing client trust or momentum.
