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Operations / Client Service Associate
- Austin, Texas, United States
- Austin, Texas, United States
Über
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 15–30min 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.
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Sprachkenntnisse
- English
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