Client Transitions Associate

The role

You will execute the end-to-end client transition process and manage operational workflows. This includes processing account documentation, transfers, and coordinating with external partners.

What you will do

• Manage and execute the end-to-end client transition process
• Process and validate new account opening documentation
• Handle account transfers including ACATs, non-ACATs, and complex asset movements
• Coordinate with external partners such as custodians and third-party vendors
• Monitor and maintain a detailed transition pipeline
• Report status updates to internal stakeholders and clients
• Serve as a primary point of contact for clients during the transition phase
• Resolve documentation discrepancies and troubleshoot transfer issues
• Reconcile custodian data to ensure data integrity
• Manage multiple competing client transitions under tight deadlines

Required qualifications

• 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

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

Benefits

• Competitive comp package that rewards impact
• Full health benefits
• 401(k) matching
• Roth IRA options
• Unlimited PTO

About the company

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology. The founders are leaders and innovators from the private wealth industry.