Client Transition Specialist - Wealth Tech Ops

Farther Finance, LLC; Dallas, Northern (TX, KY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Job summary

Farther Finance, LLC is seeking a Client Transition Operations Associate in Dallas, TX to manage end-to-end client transitions, including ACATs and non-ACAT asset movements, in a fast-paced wealth management environment.

You'll collaborate with custodians and external partners, maintain a detailed transition pipeline, and ensure accurate documentation and data integrity across systems, supporting a seamless client onboarding experience.

Qualifications

• Experience in client service or advisor transitions
• Strong attention to detail and communication
• Knowledge of wealth management products (SMAs, 529s, Annuities, 401Ks, alternatives)
• Familiarity with custodians such as Schwab, Fidelity, Pershing

Responsibilities

• Manage end-to-end client transition process including new account opening docs, ACATs and non-ACAT asset movements
• Coordinate with custodians and external vendors to ensure timely transitions
• Maintain a detailed transition pipeline, track progress and report status to stakeholders
• Serve as primary client contact during transitions, ensuring documentation requirements are met
• Resolve documentation discrepancies and reconcile custodian data to ensure data integrity across systems
• Handle multiple transitions and priorities under tight deadlines
• Contribute to a collaborative, client-first team environment

Skills

Client service

Attention to detail

Communication

Team player

Multitasking

Tools

Schwab

Fidelity

Pershing

Job description

Farther Finance, LLC is seeking a Client Transition Operations Associate in Dallas, TX to manage end-to-end client transitions, including ACATs and non-ACAT asset movements, in a fast-paced wealth management environment.

You'll collaborate with custodians and external partners, maintain a detailed transition pipeline, and ensure accurate documentation and data integrity across systems, supporting a seamless client onboarding experience.