Farther
Client Service Associate
$80K
Hybrid - Austin, Texas +1 · Full-time · Posted Jun 22, 2026
- Location
- Hybrid - Austin, Texas
Austin, Texas, United States - Experience
- 1–4 years; financial services experience is a plus but not required.
About the job
Provides day-to-day administrative and client-facing support for a Bee Cave advisory practice, coordinating appointments, service requests, client communications, and meeting preparation.
What you'll do
- Manage the advisor’s calendar, client appointments, and incoming calls; resolve client questions where possible.
- Coordinate account administration and service requests, maintain CRM records, and liaise with Farther’s centralized service team.
- Send client communications, coordinate events, and prepare reports and materials for meetings and follow-up.
What they ask for
- 1–4 years in a client-facing support, administrative, or operations role; financial services experience is not required.
- Strong organization and attention to detail, warm and confident phone manner, and proactive work style.
- Strong written communication skills and ability to learn new technology platforms quickly.
- Able to work hybrid from Bee Cave, TX.
Nice to have
- Wealth management, financial services, or similar client-focused experience.
- Series 65 or equivalent license, or interest in obtaining one; CRM proficiency such as Salesforce or Redtail.
Pay
$60–80K (base salary)
Tools
Salesforce, Redtail
Model-written summary · the original posting is authoritative