Client Transition Specialist, Wealth Ops

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

As a Client Transition Operations Associate, you’ll execute Farther's advisor and client transition process, managing operational workflows and ensuring accurate financial operations. This role develops expertise in wealth management operations while contributing to the growth of our platform.

Qualifications

• Background in client service, particularly with advisor transitions or conversion management.
• Highly organized with exceptional attention to detail and strong communication skills.
• Knowledge of financial products including SMAs, 529s, Annuities, 401Ks, and alternative investments.
• Experience with wealth management client service and custodians such as Charles Schwab, Fidelity, and Pershing.
• Team player with a positive attitude and strong work ethic.
• Comfortable working in a fast-paced environment and ability to handle multiple tasks.

Responsibilities

• Manage end-to-end client transition process, including new accounts, ACATs and complex asset movements.
• Coordinate with custodians and third-party vendors to complete transitions.
• Monitor transition pipeline, report status to stakeholders and clients.
• Serve as primary contact for clients during transition, ensuring documentation is met.
• Resolve documentation discrepancies and reconcile custodian data across systems.
• Maintain organized, priority-driven approach to multiple client transitions under deadlines.
• Foster a collaborative, client-first team environment.

Skills

Client service

Attention to detail

Communication skills

Project coordination

Job description

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

As a Client Transition Operations Associate, you’ll execute Farther's advisor and client transition process, managing operational workflows and ensuring accurate financial operations. This role develops expertise in wealth management operations while contributing to the growth of our platform.