Wealth Client Experience Lead

Socket.dev; Irving (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health benefits

401(k) matching & Roth IRA options

Unlimited PTO

Job summary

Farther is seeking a high-trust, high-autonomy professional to serve as the dedicated point of continuity for a boutique advisory practice. You will own the full client service lifecycle (except client meetings) so the advisor can focus on planning and relationships.

You’ll manage day-to-day client needs, money movements, distributions, trades, and paperwork across custodians, ensuring timely execution and proactive issue resolution.

Qualifications

• 4+ years of client-facing experience in wealth management, including ownership of the full client lifecycle within a boutique or independent advisory practice.
• Strong communication skills paired with calm, sound judgment under pressure.
• Experience with custodial platforms, trading/rebalancing tools, and CRM systems.

Responsibilities

• Serve as the primary point of contact for day-to-day client needs — monitoring the advisor's email and voicemail daily and responding with professionalism, clarity, and calm judgment.
• Facilitate money movement, distributions, trades, and rebalancing actions, escalating when tax or planning judgment is required.
• Proactively monitor custodian alerts and action-needed items and drive them to resolution.
• Own meeting prep and follow-up — maintaining meeting planners and ensuring nothing falls through the cracks.
• Coordinate paperwork and workflows across custodian platforms, DocuSign, or paper processes, based on client preferences.
• Ensure Required Minimum Distributions and other deadline-driven items are completed well ahead of schedule.
• Handle the majority of client matters independently when the advisor is out of office.

Skills

Client relationship management

Strong communication

Attention to detail

Autonomy

Calm under pressure

Tools

CRM systems

Custodial platforms

Trading/rebalancing tools

DocuSign

Job description

Farther is seeking a high-trust, high-autonomy professional to serve as the dedicated point of continuity for a boutique advisory practice. You will own the full client service lifecycle (except client meetings) so the advisor can focus on planning and relationships.

You’ll manage day-to-day client needs, money movements, distributions, trades, and paperwork across custodians, ensuring timely execution and proactive issue resolution.