Client Experience Lead — Own the Client Lifecycle (Wealth)

Farther; Irving (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Full 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 continuity point for a boutique wealth advisory practice in Irving, TX. You will own the full client service lifecycle (except client meetings) so advisors can focus on planning and relationships.

You''ll coordinate money movements, distributions, trades, and paperwork across custodians, with proactive issue resolution and strong judgment under pressure.

Qualifications

• 4+ years of client-facing experience in wealth management.
• Ownership of the full client lifecycle within boutique or independent advisory practice.
• Strong communication and calm judgment under pressure.
• Ability to operate autonomously and manage day-to-day client care with minimal supervision.

Responsibilities

• Serve as the primary day-to-day client contact, monitoring communications and responding professionally.
• Facilitate money movement, distributions, trades, and rebalancing actions.
• Proactively monitor custodian alerts and action-needed items and drive them to resolution.
• Own meeting prep and follow-up, maintaining living meeting planners.
• Coordinate paperwork across custodian platforms and paper-based processes based on client preferences.
• Ensure Required Minimum Distributions and other deadlines are met ahead of schedule.
• Handle client matters independently when advisor is out of office.

Skills

Client-facing experience

Wealth management

Autonomy

Strong communication

Attention to detail

Operational efficiency

Tools

Custodial platforms

Trading/rebalancing tools

CRM systems

Job description

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

You''ll coordinate money movements, distributions, trades, and paperwork across custodians, with proactive issue resolution and strong judgment under pressure.