Client Experience Associate, Advisor Dedicated

Socket.dev; Irving (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health benefits

401(k) matching & Roth IRA options

Unlimited PTO

Job summary

Farther is seeking a high-trust, high-autonomy professional to serve as the dedicated point of continuity for a boutique advisory practice. You will own the full client service lifecycle (except client meetings) so the advisor can focus on planning and relationships.

You’ll manage day-to-day client needs, money movements, distributions, trades, and paperwork across custodians, ensuring timely execution and proactive issue resolution.

Qualifications

• 4+ years of client-facing experience in wealth management, including ownership of the full client lifecycle within a boutique or independent advisory practice.
• Strong communication skills paired with calm, sound judgment under pressure.
• Experience with custodial platforms, trading/rebalancing tools, and CRM systems.

Responsibilities

• Serve as the primary point of contact for day-to-day client needs — monitoring the advisor's email and voicemail daily and responding with professionalism, clarity, and calm judgment.
• Facilitate money movement, distributions, trades, and rebalancing actions, escalating when tax or planning judgment is required.
• Proactively monitor custodian alerts and action-needed items and drive them to resolution.
• Own meeting prep and follow-up — maintaining meeting planners and ensuring nothing falls through the cracks.
• Coordinate paperwork and workflows across custodian platforms, DocuSign, or paper processes, based on client preferences.
• Ensure Required Minimum Distributions and other deadline-driven items are completed well ahead of schedule.
• Handle the majority of client matters independently when the advisor is out of office.

Skills

Client relationship management

Strong communication

Attention to detail

Autonomy

Calm under pressure

Tools

CRM systems

Custodial platforms

Trading/rebalancing tools

DocuSign

Job description

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

This is a high-trust, high-autonomy role built to give one of our advisors a true right hand. You'll serve as the dedicated point of continuity for a thriving, boutique advisory practice — owning the full client service lifecycle (everything except the client meetings themselves) so the advisor can stay focused on planning and relationships instead of day-to-day execution. This isn't a stepping stone to becoming an advisor or a people manager, and it isn't a sales or prospecting role — it's built for someone who wants to own this seat and get really good at managing the client relationship process.

Your Impact

• Serve as the primary point of contact for day-to-day client needs — monitoring the advisor's email and voicemail daily and responding with professionalism, clarity, and calm judgment
• Facilitate money movement, distributions, trades, and rebalancing actions, escalating when tax or planning judgment is required
• Proactively monitor custodian alerts and action-needed items (including NIGOs and money movement issues) and drive them to resolution
• Own meeting prep and follow-up — maintaining meeting planners as living documents and making sure nothing falls through the cracks
• Coordinate paperwork and workflows across custodian platforms, DocuSign, or paper processes, based on what each client prefers
• Ensure Required Minimum Distributions and other deadline-driven items are completed well ahead of schedule
• Handle the majority of client matters independently when the advisor is out of office

The Ideal Match

• 4+ years of client-facing experience in wealth management, including ownership of the full client lifecycle within a boutique or independent advisory practice
• Strong communication skills paired with calm, sound judgment under pressure
• Experience with custodial platforms, trading/rebalancing tools, and CRM systems
• Highly organized, with exceptional attention to detail and follow-through
• Comfortable operating with autonomy and trusted to make day-to-day judgment calls
• Genuinely looking for a long-term home in this seat — not a stepping stone toward becoming an advisor or a people manager

Bonus Points

• Former CFP-track professional who's realized they're happiest owning execution and client care rather than prospecting or advising
• Hands-on experience with tools like 55ip, Ramp, or similar portfolio, trading, or expense platforms
• A genuine passion for building efficient, repeatable operational processes

Why Join Us

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO

Ready to disrupt wealth management? Let's talk!