RIA Recruiting

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.

Client Service Associate

Location

United States

Posted

1 day ago

Salary

$80K - $100K / year

Seniority

Mid Level

Job Description

Client Service Associate

RIA Recruiting

Role Description Alta Wealth Partners is a growing wealth management firm located in White Plains, NY. We are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. 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 where you can work comfortably full-time. This position is only open to candidates in New York, Connecticut, New Jersey, and Pennsylvania. Responsibilities - Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight. - Assist Advisors with client meeting prep and follow-up tasks. - Attend client meetings with advisors virtually. - Process account opening applications, transfer paperwork, money movements and/or other various industry-specific administrative and operational tasks. - Assist in the preparation of investment-related Requests for Proposals and insurance illustrations. - Help identify areas for improvement in our processes. Qualifications - 5 years of financial services experience and prior remote working experience. Client service experience strongly preferred. - Ability to contribute to creating a “Wow” Experience for our clients. - Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Excel, Chat, Etc.) – We are a tech-forward firm. - Experience with our software is not required, but it is a plus: RedTail, Mac OSX, Sharepoint, MS office, Teams, Copilot, eMoney, Zocks, Scribe, My90, Black Diamond, MyRepChat, RingCentral. - BA degree required. Requirements - Ability to prioritize tasks, problem-solve, and meet deadlines. - Organization skills & attention to detail. - Ability to anticipate client and advisor needs. - Ability to work independently while prioritizing projects and managing your time. - Ability to learn and implement new technology and software quickly. - Ability to communicate well and work in a collaborative environment. - Ability to follow office processes and policies related to office operations & client privacy. Benefits - Salary range of $80K-100K, commensurate with relevant experience. - Great Work/Life Balance with a Monday-Friday Schedule. - Health Insurance Plan with Company Contribution ($616/month). - 401(k) with company contribution. - Generous PTO Policy & Paid Holidays. - Professional, Fun, Motivating Atmosphere. - Permanently remote position. The Process Qualified candidates will start the process with a 15-30 minute Zoom interview conducted by our recruiting consultant. If you advance in the process, you will be required to complete a Career History Form, and if you are selected to move forward, you will be invited to an interview with the team. Qualified candidates will be asked to take assessments. We are an Equal Opportunity Employer.

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