Client Ops Associate — Wealth Tech & Custody

MassMutual Ventures; Irving (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Job summary

Farther in Irving, TX is seeking a Client Operations Associate to own the daily Core Ops queue, manage account openings and money movements, and support high-impact projects across custodial platforms. You’ll work with custodians like Schwab, Fidelity, and Pershing, collaborating with cross-functional teams to streamline processes.

You'll join a fast-growing team focused on scalable solutions, attention to detail, and proactive problem-solving as we expand our wealth-management platform.

Qualifications

• 2+ years in operations at a custodian, RIA, or wealth management firm with end-to-end ownership of tasks like account opening and money movement.
• Experience working across multiple custodians or departments.
• Sharp attention to detail and comfort managing a high, growing volume of requests.
• A fast learner who can pick up new systems and workflows quickly.

Responsibilities

• Own and triage the daily Core Ops request queue - access provisioning, rep code updates, and more - keeping turnaround fast for our advisors.
• Provide hands-on support for high-impact projects like Historical Performance Migrations and Custodial Mergers.
• Build fluency across custodial platforms (Schwab, Fidelity, Pershing, and beyond).
• Partner with technical specialists and CX team to spot process gaps and fix them.
• Help build redundancy and structure that lets Core Ops scale alongside the business.

Skills

Operations experience

Tools

Custodial platforms (Schwab, Fidelity, Pershing)

Job description

Farther in Irving, TX is seeking a Client Operations Associate to own the daily Core Ops queue, manage account openings and money movements, and support high-impact projects across custodial platforms. You’ll work with custodians like Schwab, Fidelity, and Pershing, collaborating with cross-functional teams to streamline processes.

You'll join a fast-growing team focused on scalable solutions, attention to detail, and proactive problem-solving as we expand our wealth-management platform.