Client Experience Lead, Wealth Management Ops

MassMutual Ventures; Irving (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Job summary

Farther is seeking a client relations professional to act as the dedicated right hand to a boutique wealth advisory practice. You will own the full client service lifecycle, enabling advisors to focus on planning and relationships rather than day-to-day execution.

You will monitor email, approve distributions, trades, and rebalances, and manage meeting prep and follow-up with a high degree of autonomy and professionalism.

Qualifications

• 4+ years of client-facing experience in wealth management or boutique advisory
• Strong communication skills 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
• Autonomous and trusted to make day-to-day judgments
• Long-term fit for a non-managerial client-care role

Responsibilities

• Serve as the primary day-to-day contact for clients, monitoring emails and voicemails and responding professionally
• Facilitate money movement, distributions, trades, and rebalancing with proper escalation when needed
• Monitor custodian alerts and drive issues to resolution
• Own meeting prep and follow-up, maintaining living meeting planners
• Coordinate paperwork across custodian platforms and DocuSign or paper processes
• Ensure timely completion of required distributions and deadlines
• Handle client matters independently when the advisor is out of office

Skills

Client communication

Attention to detail

Autonomy

Calm under pressure

Education

CFP track (preferred)

Tools

Custodial platforms

Trading/Rebalancing tools

CRM systems

Job description

Farther is seeking a client relations professional to act as the dedicated right hand to a boutique wealth advisory practice. You will own the full client service lifecycle, enabling advisors to focus on planning and relationships rather than day-to-day execution.

You will monitor email, approve distributions, trades, and rebalances, and manage meeting prep and follow-up with a high degree of autonomy and professionalism.