Client Transitions Associate Farther - 5.0 Irving, TX Job Details 20 hours ago Benefits Health insurance Unlimited paid time off 401(k) matching Qualifications Project reporting Data integrity assurance Opening bank accounts Financial data reconciliation Investment operations Vendor coordination Money transfers Mid-level Improving operational efficiency Project communication management Managing clients in a customer support role Data integrity and documentation Managing clients in a finance role Data management Client services Financial product expertise Financial data management Annuities Financial services Banking product expertise Business operations Communication skills Project stakeholder communication Progress tracking (project management tasks) Financial markets knowledge Full Job Description Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you. The Role As a Client Transition Operations Associate, you'll play a vital role in executing Farther's advisor and client transition process. You'll support the seamless migration of clients by managing operational workflows and ensuring accurate execution of financial operations. This role offers the opportunity to develop expertise in wealth management operations while contributing to the growth of our platform. Your Impact Manage and execute the end-to-end client transition process, including processing and validating new account opening documentation, account transfers (ACATs and non-ACATs), and complex asset movements. Coordinate effectively with external partners such as custodians and third-party vendors to ensure seamless and timely completion of all transition activities. Monitor and maintain a detailed transition pipeline, proactively tracking progress, identifying potential roadblocks or risk situations, and reporting status updates to both internal stakeholders and clients. Serve as a primary point of contact for clients during the transition phase, providing exceptional service and ensuring all documentation requirements are clearly communicated and met. Apply strong problem-solving skills and a meticulous attention to detail to resolve documentation discrepancies, troubleshoot transfer issues, and reconcile custodian data, ensuring data integrity across all systems. Demonstrate a highly organized and results-oriented approach, with a proven ability to manage multiple competing client transitions and priorities simultaneously under tight deadlines. Contribute to a collaborative, team-oriented environment, consistently acting with a client-first mindset to ensure a smooth, positive, and professional experience for every new client. The Ideal Match 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 and knowledge of standard operational aspects of 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 competing tasks Bonus Points Comprehensive knowledge of the financial industry Passion for creating increased efficiencies within current operational processes for the business and servicing clients Familiarity with Black Diamond Why Join Us Competitive comp package that rewards impact Work alongside some of the brightest minds in fintech Ground-floor opportunity at a fast-scaling startup Chart your own growth path as we expand Full health benefits + 401(k) matching & Roth IRA options Unlimited PTO Ready to disrupt wealth management? Let's talk!