Client Transitions Associate
Client Transitions Associate
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
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.
Farthers founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management fintech and technology production 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 youre 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 youll play a vital role in executing Farthers advisor and client transition process. Youll 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 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 Lets talk!
Required Experience:
IC
Employment Type
Full Time
