Operations Associate, Client Transition Operations

We are looking for an Operations Associate to join our team! This role reports directly to the Client Transition Operations manager. The 60-person Operations organization includes Corrections, Client Ops, Annual Compliance Ops, Data Reconciliation, and Client Transition Ops. You are a collaborative person who is excited to help Guideline make affordable retirement benefits accessible to American workers, and would love to grow in a workplace with a tight-knit, collaborative team.  

The Team
We are a dynamic group that collaborates often with Customer Success, Retirement Consulting, Compliance and Product.

What You Will Work On

• Responsible for processing client offboarding requests in a timely manner
• Identify opportunities for operational process enhancements
• Partner with our Corrections, Data Reconciliation and Customer Success teams to complete offboarding requests
• Respond to escalations and time-sensitive requests
• Communicate effectively and influence the direct team on routine, non-routine, and escalated issues
• Manage cross functional client transition projects as needed

What We're Looking For 

• An accountable results-oriented driver who works backward from outcome to deliver results in a fast-paced environment by prioritizing scope, quality, time, and resources
• Process oriented: organization and documentation are natural skills
• Ability to juggle and prioritize across multiple tasks
• Collaboration skills: comfort level talking to different teams and levels
• Technical proficiency in Excel, G-suite, SQL, & Salesforce
• A systems thinker with experience unpacking and learning complex systems
• Passionate about leveraging technology
• Experience working in a tech start-up environment is preferred

More About Guideline 

Everyone should have a simple, affordable way to save for retirement. At Guideline, our plans are low cost and highly automated. This makes it easy for companies to offer a valuable benefit—and easy for people to invest in their financial future with confidence.

Compensation

At Guideline, we believe compensation should be fair and equitable. We take a data-driven approach to set our compensation bands; the successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, and work location. These pay zones may be modified in the future.

Please speak with a recruiter for additional information regarding our tier locations.

• Metro+:
• The base salary range for this position is $70,000 - $85,000 annually.
• Metro:
• The base salary range for this position is $67,500 - $82,500 annually.
• National:  
• The base salary range for this position is $67,500 - $82,500 annually.

In addition to base salary, this position is eligible to receive equity in the form of Incentive Stock Options (ISOs). 

At Guideline, base salary is just one component of the overall Total Rewards package offered to employees.  All employees are offered comprehensive benefits and perks to help support you and your family.

• Health
  • Opt-out credit for waiving coverage
• Medical, dental, and vision insurance — We offer multiple plan options with varying company premium contributions
• Health Savings Account and Flexible Spending Account
• Company paid disability and life insurance
• Optional Voluntary life insurance
• Mental health benefit navigation with Rula for employees and dependents
• Parental Leave
• Paid parental leave for birthing and non-birthing parents
• Generous Time Off
• Flexible time off in addition to company holidays — We observe the NYSE Holiday Calendar
• 401(k) Plan
• We use our own platform and contribute 100% of employee contributions up to 5%
• Other Benefits
• 1-month paid Sabbatical after 5 years of employment
• Annual learning and development stipend — We reimburse approved professional development expenses, up to $750 per employee per year

Guideline provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.  Additionally, Guideline participates in the E-Verify program in certain locations, as required by law. 

If you have a disability or special need that requires accommodation, please don’t be shy and contact us at peopleops@guideline.com.

Guideline is committed to protecting the privacy and security of the personal information of our applicants. Please refer to Guideline's Privacy Policy for information about our privacy and security practices.

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