Client Ops Pro: Onboarding, Mergers & Migrations

fartherfinance; Irving (TX); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Job summary

Farther’s Client Operations team is the engine behind every account opening, transfer, and money movement across our multi-custodial platform. As our Client Operations Associate, you'll own the daily request queue and step in on high-impact projects like custodial mergers and historical performance migrations.

If you like getting things done, this is your seat. The ideal match includes 2+ years in operations at a custodian, RIA, or wealth management firm, with end-to-end ownership and the

Qualifications

• 2+ years in custodian or wealth ops with end-to-end ownership of tasks like account openings and money movement.
• Experience across multiple custodians or departments.
• Strong attention to detail in high-volume environments.
• Ability to learn 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 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 gaps and fix processes.

Skills

Custodian operations

End-to-end ownership

Attention to detail

Fast learner

Multi-custodian experience

Tools

Schwab

Fidelity

Pershing

Job description

Farther’s Client Operations team is the engine behind every account opening, transfer, and money movement across our multi-custodial platform. As our Client Operations Associate, you'll own the daily request queue and step in on high-impact projects like custodial mergers and historical performance migrations.

If you like getting things done, this is your seat. The ideal match includes 2+ years in operations at a custodian, RIA, or wealth management firm, with end-to-end ownership and the