Farther
Client Transitions Associate
Hybrid - Dallas, TX +1 · Full-time · Posted Oct 6, 2025
- Location
- Hybrid - Dallas, TX
Dallas, Texas, United States
About the job
Executes client and advisor transitions by coordinating account openings, transfers, asset movements, and related operational workflows.
What you'll do
- Process and validate account-opening documents, account transfers, and asset movements; coordinate with custodians and vendors.
- Track transition progress, identify risks or delays, and provide status updates to clients and internal stakeholders.
- Resolve documentation and transfer issues, reconcile custodian data, and communicate requirements to clients.
What they ask for
- Background in client service, particularly advisor transitions or conversion management.
- Strong organization, attention to detail, and communication skills.
- Knowledge of financial products, including SMAs, 529s, annuities, 401Ks, and alternative investments.
- Experience with wealth-management operations involving custodians such as Charles Schwab, Fidelity, and Pershing.
Nice to have
- Comprehensive knowledge of the financial industry.
- Familiarity with Black Diamond.
Tools
Charles Schwab, Fidelity, Pershing, Black Diamond
Model-written summary · the original posting is authoritative