Client Transition Specialist - Wealth Ops & Onboarding

Farther; Irving (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

Growth opportunities

Job summary

Farther is seeking a Client Transition Operations Associate to support the smooth migration of clients by managing operational workflows and ensuring accurate execution of financial operations. Join a collaborative team of innovators building the future of wealth management.

You will coordinate with custodians, validate documentation, and monitor transitions while maintaining a client-first approach and data integrity across systems.

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 with custodians such as Charles Schwab, Fidelity, and Pershing.
• Team player with a positive attitude and a strong work ethic.
• Comfortable working in a fast-paced environment and ability to handle multiple tasks.

Responsibilities

• Manage end-to-end client transitions including processing and validating new account opening documentation, account transfers (ACATs and non-ACATs), and complex asset movements.
• Coordinate with custodians and vendors to ensure seamless and timely completion of transition activities.
• Monitor transition pipeline and report status updates to internal stakeholders and clients.
• Serve as primary client contact during the transition phase with clear documentation communication.
• Resolve documentation discrepancies and reconcile custodian data across systems.
• Prioritize multiple transitions and deadlines while maintaining client-first service.
• Contribute to a collaborative, team-oriented environment and grow with the company.

Skills

Client service

Attention to detail

Communication skills

Wealth management knowledge

Custodian experience

Team player

Fast-paced work

Job description

Farther is seeking a Client Transition Operations Associate to support the smooth migration of clients by managing operational workflows and ensuring accurate execution of financial operations. Join a collaborative team of innovators building the future of wealth management.

You will coordinate with custodians, validate documentation, and monitor transitions while maintaining a client-first approach and data integrity across systems.