Client Experience Lead – Wealth Operations

Doist; Irving (TX); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Unlimited PTO

Roth IRA options

Job summary

Farther is a rapidly growing RIA combining expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience.

This high-trust, high-autonomy role serves as the dedicated right hand for a boutique advisory practice, owning the full client service lifecycle (excluding client meetings) so the advisor can focus on planning and relationships rather than day-to-day execution.

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
• Comfortable operating with autonomy and trusted to make day-to-day calls

Responsibilities

• Serve as primary contact for day-to-day client needs and respond professionally
• Facilitate money movement, distributions, trades, and rebalancing under advisor guidance
• Monitor custodian alerts and resolve action-needed items
• Own meeting prep and follow-up with living meeting plans
• Coordinate paperwork across custodian platforms and DocuSign
• Ensure deadlines for Required Minimum Distributions are met
• Handle client matters independently when the advisor is out of the office

Skills

Client relationship mgmt

Wealth management

Calm under pressure

Attention to detail

Autonomy

Education

Bachelor's degree

Tools

CRM systems

Custodian platforms

Trading/rebalancing tools

Job description

Farther is a rapidly growing RIA combining expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience.

This high-trust, high-autonomy role serves as the dedicated right hand for a boutique advisory practice, owning the full client service lifecycle (excluding client meetings) so the advisor can focus on planning and relationships rather than day-to-day execution.