Operations, Client Service Associate

Windward Recruiting

Operations / Client Service Associate for Guiding Financial focused on managing client service requests and support operations. Collaborative role with deep client relationships in a boutique financial firm.

Posted 5/29/2026full-timeRemote • Texas • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client onboardingworkflow managementcompliance taskspayroll managementproject managementproblem solvingtime management

Soft Skills

interpersonal skillsverbal communicationwritten communicationorganizational skillsdetail-orientedproactiveability to prioritize