Farther
Client Experience Associate, Advisor Dedicated
Hybrid - Irving, TX +2 · Full-time · Posted Aug 13, 2026
- Location
- Hybrid - Irving, TX
Dallas, Texas, United States
New York, New York, United States - Experience
- 4+ years
About the job
Own the day-to-day client service lifecycle for a dedicated wealth advisor, handling client needs and operational execution so the advisor can focus on planning and relationships.
What you'll do
- Serve as the primary contact for day-to-day client needs and independently handle most matters when the advisor is out.
- Facilitate money movement, distributions, trades, and rebalancing; monitor custodian alerts and resolve action-needed items.
- Own meeting preparation and follow-up, coordinate paperwork and workflows, and complete deadline-driven items such as Required Minimum Distributions.
What they ask for
- 4+ years of client-facing experience in wealth management, including ownership of the full client lifecycle within a boutique or independent advisory practice.
- Experience with custodial platforms, trading/rebalancing tools, and CRM systems.
- Strong communication, sound judgment under pressure, organization, attention to detail, and follow-through.
- Comfort operating autonomously and seeking a long-term role in client service execution rather than advising or people management.
Nice to have
- Former CFP-track professional who prefers execution and client care over prospecting or advising.
- Hands-on experience with 55ip, Ramp, or similar portfolio, trading, or expense platforms.
Tools
custodian platforms, trading/rebalancing tools, CRM systems, DocuSign, 55ip, Ramp
Model-written summary · the original posting is authoritative