Client Transition Operations Pro — Wealth Management

MassMutual Ventures; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Full health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Ground-floor growth opportunity

Job summary

Farther, a rapidly growing wealth management platform, seeks a Client Transition Operations Associate to manage the end-to-end client transition process and ensure precise execution of onboarding and transfers.

You will coordinate with custodians and vendors, monitor the transition pipeline, and serve as the primary client contact to deliver a seamless, compliant experience while sustaining a high standard of service.

Qualifications

• Background in client service, especially advisor transitions or conversion management.
• Highly organized with exceptional attention to detail and strong communication skills.
• Knowledge of SMA, 529s, annuities, 401(k)s, and alternative investments.
• Experience with wealth management client service operations and custodians like Schwab, Fidelity, Pershing.
• Team player with a positive attitude and strong work ethic.
• Ability to handle multiple competing tasks in a fast-paced environment.

Responsibilities

• Manage end-to-end client transition process including new account docs, transfers (ACATs and non-ACATs), and complex asset movements.
• Coordinate with custodians and third-party vendors to complete transition activities.
• Monitor transition pipeline, track progress, identify risks, and report status to stakeholders and clients.
• Act as primary client contact during transition, ensuring documentation requirements are met.
• Resolve documentation discrepancies, troubleshoot transfer issues, and reconcile custodian data.
• Stay organized and manage multiple transitions and priorities under deadlines.
• Contribute to a collaborative, client-first team environment for a positive client experience.

Skills

Client service

Transition management

Attention to detail

Communication skills

Financial products knowledge

Custodian experience

Team player

Fast-paced environment

Job description

Farther, a rapidly growing wealth management platform, seeks a Client Transition Operations Associate to manage the end-to-end client transition process and ensure precise execution of onboarding and transfers.

You will coordinate with custodians and vendors, monitor the transition pipeline, and serve as the primary client contact to deliver a seamless, compliant experience while sustaining a high standard of service.