Client Service Associate

The role

You will be the operational backbone for a Bee Cave-based advisory practice. You will manage the advisor's calendar, handle client communications, and perform account administration.

What you will do

• Manage the advisor's calendar and coordinate client appointments end-to-end
• Serve as the first point of contact for incoming client calls
• Liaison between the advisor and Farther's centralized service team
• Handle account administration including document uploads, client onboarding, and service requests
• Maintain a meticulous CRM
• Send monthly client communications, birthday cards, gifts, and coordinate client events
• Produce reports and support meeting prep and post-meeting follow-up
• Be a consistent presence for clients navigating the platform

Required qualifications

• 1–4 years in a client-facing support, administrative, or operations role
• Exceptional organization and attention to detail
• Confident and warm on the phone
• Proactive by nature
• Strong written communication skills
• Comfortable picking up new tech platforms quickly
• Able to work hybrid from Bee Cave, TX

Nice to have

• Experience in wealth management, financial services, or a similarly client-focused environment
• Series 65 or equivalent license (or interest in getting licensed down the road)
• CRM proficiency (Salesforce, Redtail, or similar)
• You're the person who remembers the kids' names and the dog's birthday

Benefits

• 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.