Client Service Associate

MassMutual Ventures; Austin (TX); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Hybrid work flexibility

Job summary

Farther is seeking a client-facing operations specialist to support its Bee Cave, TX advisory practice. You will manage calendars, handle client calls, coordinate with the service team, and maintain CRM records to keep the advisor focused on growth.

The ideal candidate has 1–4 years in client-facing roles, excels in organization, communicates well, and adapts quickly to new tech. Hybrid work is offered from Bee Cave, TX, with competitive compensation.

Qualifications

• 1-4 years in a client-facing support or operations role.
• Exceptional organization and attention to detail.
• Confident and warm on the phone with clients.
• Proactive by nature and quick to learn new platforms.
• Strong written communication for client emails/outreach.
• Comfortable picking up new tech platforms quickly.
• Able to work hybrid from Bee Cave, TX.

Responsibilities

• Manage the advisor's calendar and coordinate client appointments end-to-end.
• Serve as the first point of contact for incoming client calls.
• Liaison between the advisor and Farther's service team, tracking open items.
• Handle account administration: document uploads, onboarding, service requests, platform questions.
• Maintain a meticulous CRM with client records and follow-ups.
• Send monthly client communications, birthday cards, gifts, and coordinate events.
• Produce reports and support meeting prep and post-meeting follow-up.
• Be a warm presence for clients navigating the platform.

Skills

Client-facing

Organization

Phone etiquette

Proactive

Written communication

Tech-savvy

Hybrid work

Tools

Salesforce

Redtail CRM

Job description

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

You'll be the operational backbone of a growing Bee Cave-based advisory practice led by a 30+ year industry veteran. This is a hands-on, client-facing support role where you own the day-to-day - keeping the calendar running, clients taken care of, and your advisor free to focus on growing the business.

If you're organized, proactive, great on the phone, and love the details, this role was built for you.

Your Impact

• Manage the advisor's calendar and coordinate client appointments end-to-end
• Serve as the first point of contact for incoming client calls - screen, respond, and resolve where you can
• Liaison between the advisor and Farther's centralized service team, tracking open items and keeping things moving
• Handle account administration: document uploads, client onboarding, service requests, and platform questions
• Maintain a meticulous CRM - client records, activity logs, and follow-up items always current
• Send monthly client communications, birthday cards, gifts, and coordinate client events
• Produce reports and support meeting prep and post-meeting follow-up
• Be a consistent, warm presence for clients who need help navigating the platform or have day-to-day questions

The Ideal Match

• 1-4 years in a client-facing support, administrative, or operations role - financial services experience a plus but not required
• Exceptional organization and attention to detail - you plan ahead, nothing slips, and clients never have to ask twice
• Confident and warm on the phone - you enjoy talking to clients and handle a wide range of questions with calm professionalism
• Proactive by nature - you spot what needs to be done before being askedStrong written communication skills for client-facing emails and outreach
• Comfortable picking up new tech platforms quickly
• Able to work hybrid from Bee Cave, TX

Bonus Points

• Experience in wealth management, financial services, or a similarly client-focused environment
• Series 65 or equivalent license (or interest in getting licensed down the road)
• CRM proficiency (Salesforce, Redtail, or similar)
• You're the person who remembers the kids' names and the dog's birthday - and people love you for it

Why Join Us

• Work directly alongside a 30+ year CFA/CMT-credentialed advisor - real exposure to how a high-performing wealth management practice runs
• Clear growth path - strong performers can grow into a Relationship Manager or advisor-track role over time
• Hybrid flexibility in Bee Cave, TX
• Competitive comp $60-80K with room to grow as you do
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO

Ready to disrupt wealth management? Let's talk!