Client Experience Associate — Wealth Management, Autonomy & Growth

Farther

Dallas (TX)

On-site

USD 65,000 - 90,000

Full time

7 days ago

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Benefits offered by this job

Full health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Job summary

Farther is seeking a highly organized, client‑facing support professional to own the full client service lifecycle for a boutique wealth management practice. You will monitor daily client needs, execute money movements and rebalancing, and keep the advisor focused on planning and relationships rather than execution.

You will work with custodial platforms, trading tools, and CRM systems, coordinating paperwork and staying ahead of deadlines.

Qualifications

4+ years of client-facing experience in wealth management.
Ownership of the full client lifecycle within boutique or independent practice.
Excellent communication and calm judgment under pressure.
Experience with custodial platforms, trading/rebalancing tools, and CRM.
Highly organized with exceptional attention to detail and follow-through.
Long-term fit in the seat, not a stepping stone to advisor or management.

Responsibilities

Serve as the primary point of contact for day-to-day client needs and respond promptly with professionalism.
Facilitate money movement, distributions, trades, and rebalancing actions, escalating when planning is required.
Proactively monitor custodian alerts and drive resolution of issues.
Own meeting prep and follow-up, maintaining living meeting plans.
Coordinate paperwork across custodian platforms, DocuSign, or paper processes.
Ensure Required Minimum Distributions and other deadlines are met well in advance.
Handle client matters independently when the advisor is out of the office.