Client Transitions Associate

Farther Finance

TX, United States
On-site
Client transition process management
Account opening documentation processing
Account transfer processing (acats)
Farther Finance is seeking a Client Transitions Associate to facilitate the transition process for clients and advisors, ensuring seamless operational workflows in wealth management. The ideal candidate should have experience in client service, a strong attention to detail, and an understanding of financial products and custodians

Job Summary

  • 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.
  • 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.
  • 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.

Matching Summary

Match Score: 85

Farther Finance is seeking a Client Transitions Associate to facilitate the transition process for clients and advisors, ensuring seamless operational workflows in wealth management. The ideal candidate should have experience in client service, a strong attention to detail, and an understanding of financial products and custodians.

Skills & Requirements

Must-have

  • Client transition process management
  • Account opening documentation processing
  • Account transfer processing (ACATs)
  • External partner coordination
  • Client communication during transition
  • Data integrity and reconciliation

Nice-to-have

  • Passion for creating efficiencies
  • Collaborative team-oriented environment
  • Client-first mindset
  • Positive attitude and strong work ethic

Key Requirements

  • Background in client service
  • Experience with custodians like Schwab, Fidelity, Pershing
  • Knowledge of financial products (SMAs, 529s, alternatives)

Work Rights

Not specified

Tailored Resume

Cover Letter