Client Transition & Onboarding Specialist — Unlimited PTO

Fartherfinance; Dallas (TX); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Health benefits

401(k) matching & Roth IRA options

Unlimited PTO

Competitive compensation

Job summary

Farther seeks a Client Transition Operations Associate to manage the end-to-end client transition process, including new account opening documentation, ACATs and non-ACATs, and complex asset movements. You will coordinate with custodians and vendors to ensure seamless and timely completion of transition activities.

You will monitor a detailed transition pipeline, proactively track progress, resolve issues, and report status to internal stakeholders and clients.

Qualifications

• Experience in client service with advisor transitions or conversion management.
• Highly organized with exceptional attention to detail and strong communication skills.
• Knowledge of SMAs, 529s, annuities, 401(k)s, and alternative investments.
• Experience with custodians such as Charles Schwab, Fidelity, and Pershing.

Responsibilities

• Manage end-to-end client transitions including new account docs, ACATs and non-ACATs, and asset movements.
• Coordinate with custodians and vendors for timely transitions.
• Monitor a transition pipeline, track progress, and report status to internal stakeholders and clients.
• Serve as primary client contact during transition, ensuring documentation requirements are met.
• Resolve discrepancies, troubleshoot transfer issues, and reconcile custodian data across systems.
• Support a fast-paced, team-driven environment with tight deadlines.

Skills

Client service

Attention to detail

Wealth management knowledge

Custodian experience

Strong communication

Multi-tasking

Tools

Black Diamond

Job description

Farther seeks a Client Transition Operations Associate to manage the end-to-end client transition process, including new account opening documentation, ACATs and non-ACATs, and complex asset movements. You will coordinate with custodians and vendors to ensure seamless and timely completion of transition activities.

You will monitor a detailed transition pipeline, proactively track progress, resolve issues, and report status to internal stakeholders and clients.