Client Operations Associate

Client Operations Associate

Denver, CO – Hybrid, 2 days in office | Full-time

About Grantd

Equity compensation is often the largest and most complicated part of a person’s wealth, and most advisors lack the tools to plan around it well. Grantd Equity changes that. Our AI-powered platform gives 300+ RIA firms the clarity they need to help clients make better decisions about stock options, RSUs, and other equity awards. We’re a lean team building quickly, and every person here has a direct impact on our clients and our product.

About the Role

This is a hands-on operations and client support role. About half your time goes to data and back-office work: reviewing grant documents, entering equity compensation data, and processing invoices. The rest goes to clients: answering support requests, onboarding new firms, and moving clients from StockOpter to Grantd. You’ll also test new product releases before they go live.

You’ll join a 22-person company, reporting to our VP of Service Delivery. You’ll work daily with product and engineering and regularly interact with our leadership team. Your input will shape how we serve clients.

Within your first year, you’ll build real expertise in equity compensation, a specialized skill that’s in demand across wealth management and fintech. Strong performers can grow into a Client Success Manager.

What You’ll Do

• Review client grant documents and data files for completeness, then enter RSU grants, ISO/NSO options, vesting schedules, and exercise history accurately
• Respond to client questions by phone, email, and chat, and know when to escalate
• Watch support trends and flag recurring issues to the team
• Coordinate StockOpter-to-Grantd migrations, including timelines, data transfers, and proactive client updates
• Join onboarding calls and follow-ups that get new clients up and running
• Keep HubSpot current with ticket activity, migration status, and client health
• Help report on activation, support volume, and client satisfaction
• Write and improve client documentation, SOPs, and training materials
• QA new features before they reach clients

What You Bring

• 1–3 years in client services, operations, financial services, or a related field
• A real eye for detail. You catch errors others miss.
• Clear, professional writing. You can explain complex ideas in plain language and send polished emails with minimal revision.
• Ownership. You follow up and close loops without being reminded.
• Comfort in a startup where processes are still being built, and interest in helping build them
• Bachelor’s degree in Finance, Business, or a related field preferred

Bonus Points

• Experience with RIA or wealth management clients
• Familiarity with equity compensation tools (StockOpter, Carta, Shareworks)
• SaaS onboarding or client migration experience

Don’t meet every qualification? Apply anyway. We care more about attention to detail, communication, and drive than a perfect match on paper.

Compensation & Benefits

• Base salary: $65,000–$75,000, depending on experience
• Equity in Grantd
• 401(k) with company match
• Health, dental, and vision coverage
• Paid time off and company holidays