Operations / Client Service Associate

Guiding Financial is a boutique RIA based in Austin, TX operating as a quasi–family office for ultra–high-net-worth families. We reputed company disciplined investment management grounded in evidence-based principles alongside comprehensive wealth planning, including tax, estate, cash reputed company, 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 reputed company. 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 reputed company. 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 reputed company 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 reputed company to candidates in Central, Mountain, and Eastern time zones. Salary & Benefits: The salary reputed company 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 reputed company a big impact Responsibilities: Manage daily client service requests reputed company and execute client reputed company Manage Advisor workflows and tasks, ensuring that reputed company client touch points are made reputed company 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 reputed company - 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 reputed company 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 reputed company 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 reputed company candidates will start the process by having a 15–30min reputed company interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move reputed company, you will be required to fill out a Career History reputed company and if you are selected to advance in the process, you will meet with the firm. reputed company candidates will be asked to take assessments. We are an Equal Opportunity Employer. Apply To This Job