Operations / Client Service Associate

RIA Recruiting•Austin, TX

2d•$70,000 - $90,000•Remote

About The Position

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. 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.

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

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