Wealth Advisory Client Support Specialist (Hybrid)

MassMutual Ventures; Austin (TX); Hybride; USD 60 000 - 80 000; Plein temps

Avantages offerts par ce poste

Health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Hybrid work flexibility

Résumé du poste

Farther is seeking a client-facing operations specialist to support its Bee Cave, TX advisory practice. You will manage calendars, handle client calls, coordinate with the service team, and maintain CRM records to keep the advisor focused on growth.

The ideal candidate has 1–4 years in client-facing roles, excels in organization, communicates well, and adapts quickly to new tech. Hybrid work is offered from Bee Cave, TX, with competitive compensation.

Qualifications

• 1-4 years in a client-facing support or operations role.
• Exceptional organization and attention to detail.
• Confident and warm on the phone with clients.
• Proactive by nature and quick to learn new platforms.
• Strong written communication for client emails/outreach.
• Comfortable picking up new tech platforms quickly.
• Able to work hybrid from Bee Cave, TX.

Responsabilités

• Manage the advisor's calendar and coordinate client appointments end-to-end.
• Serve as the first point of contact for incoming client calls.
• Liaison between the advisor and Farther's service team, tracking open items.
• Handle account administration: document uploads, onboarding, service requests, platform questions.
• Maintain a meticulous CRM with client records and follow-ups.
• Send monthly client communications, birthday cards, gifts, and coordinate events.
• Produce reports and support meeting prep and post-meeting follow-up.
• Be a warm presence for clients navigating the platform.

Connaissances

Client-facing

Organization

Phone etiquette

Proactive

Written communication

Tech-savvy

Hybrid work

Outils

Salesforce

Redtail CRM

Description du poste

Farther is seeking a client-facing operations specialist to support its Bee Cave, TX advisory practice. You will manage calendars, handle client calls, coordinate with the service team, and maintain CRM records to keep the advisor focused on growth.

The ideal candidate has 1–4 years in client-facing roles, excels in organization, communicates well, and adapts quickly to new tech. Hybrid work is offered from Bee Cave, TX, with competitive compensation.