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Client Transitions Associate

Farther
Location
Hybrid - Dallas, TX
Posted
16 days ago
Department
Client Transitions
What they actually want (must-haves)
  • 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
  • Ability to manage multiple competing client transitions and priorities simultaneously under tight deadlines
Nice to have
  • 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
What the job really is

As a Client Transitions Associate at Farther, you will manage the end-to-end client transition process, ensuring smooth migration for clients by handling account openings, transfers, and asset movements. You will coordinate with external partners, monitor transition progress, and serve as a primary contact for clients, all while applying strong problem-solving skills and attention to detail in a fast-paced environment.

Benefits
  • Competitive comp package that rewards impact
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO
Things to weigh
  • No salary listed
  • Fast-paced environment may lead to high pressure and tight deadlines
  • Role involves significant client interaction, which may require strong interpersonal skills
Job score3/5
Benefits2/5
Freshness4/5
Career value4/5
Role clarity5/5
Pay transparency0/5

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