Client Experience Lead for Wealth Management

Fartherfinance

Irving (TX)

On-site

USD 65,000 - 95,000

Full time

8 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 high-trust, autonomous support role to act as the dedicated right hand to a boutique wealth advisory practice. You will own the full client service lifecycle (excluding client meetings) so the advisor can focus on planning and relationships instead of day-to-day execution.

This role is not a stepping stone to advisor or people management, nor a sales position; it’s designed for someone who wants to own this seat and master the client relationship process, with opportunities

Qualifications

4+ years of client-facing experience in wealth management or equivalent boutique/independent practice.
Strong communication and calm judgment under pressure.
Experience with custodial platforms, trading/rebalancing tools, and CRM systems.
Highly organized with meticulous attention to detail and follow-through.

Responsibilities

Serve as the primary day-to-day contact for client needs, monitoring emails and voicemails and responding professionally.
Facilitate money movement, distributions, trades, and rebalancing, escalating for tax or planning input as needed.
Monitor custodian alerts and drive issues to resolution.
Own meeting prep and follow-up; keep meeting planners up-to-date.
Coordinate paperwork across custodian platforms and DocuSign or paper processes as preferred by the client.
Ensure deadlines for Required Minimum Distributions and other items are met well in advance.
Handle client matters independently when the advisor is out of the office.