Operations Client Service Associate

Guiding Financial is a boutique RIA based in Austin TX operating as a quasifamily office for ultrahigh-net-worth families. We provide disciplined investment management grounded in evidence-based principles alongside comprehensive wealth planning including tax estate cash flow risk management and philanthropy. Our key differentiator is focus: we intentionally serve fewer than ten families allowing for deep relationships high-touch execution and fully integrated financial stewardship.

Guiding Financial is seeking a Fully Remote Operations / Client Service Associate to join our team. As a small entrepreneurial firm we offer a dynamic and collaborative work environment where your contributions will have a big impact in a short period of time.

We are dedicated to providing white-glove service and guidance to our clients as they navigate their daily finances and chart their futures. This role is critical to supporting both our clients and advisors ensuring the smooth operation of our daily business functions. This position offers the opportunity to manage operations across the business.

This position will be permanently remote. We will provide you with equipment to work from home but you will be expected to have a workspace that you can work comfortably full-time. This position is open to candidates in Central Mountain and Eastern time zones.

Salary & Benefits:

• The salary range for this position will be $70K-$90K
• Health insurance stipend
• Profit sharing plan
• 401(k) after one year
• Defined Benefit plan
• PTO
• Great work atmosphere and opportunity to make a big impact

Responsibilities:

• Manage daily client service requests
• Oversee and execute client onboarding
• Manage Advisor workflows and tasks ensuring that all client touch points are made
• Develop and fine-tune internal company processes workflows and templates
• Advisor and company Calendar and email management
• Manage Schwab paperwork money movement (wires journals Moneylinks etc.) and trading
• Manage SmartRIA executing compliance tasks as necessary
• Manage Gusto - executing payroll
• Project management and execution reporting directly to CEO
• Various administrative tasks
• Resolve issues practically and proactively
• Participate in strategy meetings and help execute on goals of the firm
• NO new business development / sales

Requirements:

• Strong interpersonal skills with the ability to work well with a variety of clientele
• Comfortable calling clients and outside vendors to get answers to questions
• Excellent verbal and written communication skills
• Organized and detail-oriented in a way that empowers the CEO creativity and vision
• Good problem solving and time management skills
• Ability to prioritize and confidence to manage projects as well as individually assigned tasks we do not micromanage.
• Proactive in looking at upcoming calendar and prioritizing appropriately

Qualified candidates will start the process by having a 1530min zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward you will be required to fill out a Career History Form and if you are selected to advance in the process you will meet with the firm. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.