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Farther · 6 hours ago

Client Transitions Associate

United States

Full-time

Remote

New Grad, Entry Level

Farther is a rapidly growing RIA that blends expert advisors with cutting-edge technology to provide tailored wealth management experiences. As a Client Transition Operations Associate, you'll manage the client transition process, ensuring seamless migration and operational workflows while providing exceptional client service.

ConsultingFinanceFinancial ServicesFinTechWealth Management

Growth Opportunities

Responsibilities

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

Qualification

Client transition managementWealth management operationsFinancial product knowledgeOperational aspects of wealth managementBlack Diamond familiarityProblem-solving skillsAttention to detailCommunication skillsTeam playerPositive attitudeWork ethicFast-paced environment adaptability

Required

Coordinate effectively with external partners such as custodians and third-party vendors to ensure seamless and timely completion of all transition activities

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

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

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