[Hiring] Operations / Client Service Associate @RIA Recruiting

Role Description

Guiding Financial is seeking a Fully Remote Operations / Client Service Associate to join our team. 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.

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

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

Company Description

Guiding Financial is a boutique RIA based in Austin, TX operating as a quasi–family office for ultra–high-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.