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:
Responsibilities:
Requirements:
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.
Operations / Client Service Associate • Austin, TX, United States
As a Remote Customer Service Associate, you will be responsible for supporting customers and handling inquiries from the comfort of your home, including: respond to customer inquiries via phone, ch... Show more
MicroVentures, a leading equity crowdfunding platform, is seeking an ambitious individual to join our Fund Management team.The team is responsible for the full investment life cycle, including: est... Show more
Senior Associate, Alternative Operations.PIMCO is a global leader in active fixed income with deep expertise across public and private markets.We invest our clients' capital across a range of fixed... Show more
BizScout is an M&A marketplace making business acquisitions more accessible.We're a small, growing team based in Austin building technology and services that connect buyers, sellers, and brokers in... Show more
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide... Show more
Performance Operations Associate/ Senior Associate.PIMCO is a global leader in active fixed income with deep expertise across public and private markets.We invest our clients' capital across a rang... Show more
Provider Clinical Operations Consultant, Senior Associate.The Opportunity: As a Provider Clinical Operations Consultant, Senior Associate, you will engage with clients in the health services sector... Show more
Position Summary * Join Deloitte as a Consultant, Patient Services Salesforce Associate Architect to help clients redesign sales and service operations, improve customer experiences, and support b... Show more
Talarico for Texas is hiring an Operations Associate to join James Talarico's US Senate campaign.This is a full-time, paid position ideal for a highly organized and dependable individual who thrive... Show more
MaverickX Operations Associate.MaverickX is revitalizing critical resource extraction with precision biologics.We are a team of scientists, engineers and business operators who are bringing cutting... Show more
Senior Manager, Client Service.Wilson Sonsini is the premier legal advisor to technology, life sciences, and other growth enterprises worldwide.We represent companies at every stage of development,... Show more
Investment Operations Associate.The Investment Operations Associate position offers an opportunity to serve as a key member of our centralized investment operations team focused on private fund inv... Show more
Bring your energy to the role of PayPal Risk Operations Associate to perform responsibilities as a Risk Operations Associate.Deliver outstanding service to customers and colleagues.Deliver outstand... Show more
As a Remote Client Relations Coordinator, you will be responsible for supporting customers and handling inquiries from the comfort of your home, including: respond to customer inquiries via phone, ... Show more
The Client Services Manager will report to the Client Manager, Client Director, Managing Vice President, or equivalent leadership.The Client Services Manager (CSM) position is to sit on-site with o... Show more
Ready to Own and Scale the Future of US Dental Care?.Teero is looking for driven operators to join our Austin team and power our nationwide expansion.If you thrive on ownership, aren't afraid to pi... Show more
Global Payment Operations Lead.Are you ready to propel the financial engine of one of the world's most innovative technology companies? Cloudflare is seeking a dynamic, forward-thinking, and high-e... Show more
Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow ... Show more
We're a fast-moving, collaborative team that keeps creative projects, digital campaigns, and client deliverables moving across multiple Sinclair markets.On the Agile Content Creation Engagement Tea... Show more
This role supports the strategic and daily management of the Client Services team of the assigned area by gathering and analyzing financial data pertaining to assets currently being marketed for sa... Show more
){kind=logo}
