# Client Experience Associate, Advisor Dedicated

**Company:** [Farther Finance](https://hotfix.jobs/companies/farther-finance)
**Location:** Irving, TX
**Role:** Customer Success
**Experience:** 4+ years
**Skills:** wealth management, custodian platforms, trading, portfolio rebalancing, crm systems, docusign, 55ip, ramp, money movement, nigos
**Posted:** 2026-08-13

> Own the day-to-day client service lifecycle for a dedicated wealth-management advisory practice, handling transactions, paperwork, meeting follow-up, and deadline-driven workflows. The role requires 4+ years of client-facing wealth-management experience, strong organization, sound judgment, and autonomy.

## Job Description

## Responsibilities
- Serve as the primary point of contact for day-to-day client needs, monitoring the advisor's email and voicemail daily and responding with professionalism, clarity, and sound judgment.
- Facilitate money movement, distributions, trades, and rebalancing actions, escalating when tax or planning judgment is required.
- Monitor custodian alerts and action-needed items, including NIGOs and money movement issues, and drive them to resolution.
- Own meeting preparation and follow-up by maintaining meeting planners and ensuring that action items are completed.
- Coordinate paperwork and workflows across custodian platforms, DocuSign, and paper processes according to client preferences.
- Complete Required Minimum Distributions and other deadline-driven items ahead of schedule.
- Handle most client matters independently when the advisor is out of office.

## Requirements
- 4+ years of client-facing experience in wealth management.
- Experience owning the full client lifecycle within a boutique or independent advisory practice.
- Strong communication skills and calm, sound judgment under pressure.
- Experience with custodial platforms, trading and rebalancing tools, and CRM systems.
- Exceptional organization, attention to detail, and follow-through.
- Ability to operate autonomously and make day-to-day judgment calls.
- Interest in building a long-term career in client service execution rather than pursuing advising or people management.

## Nice-to-Haves
- Former CFP-track professional who prefers execution and client care over prospecting or advising.
- Experience with 55ip, Ramp, or similar portfolio, trading, or expense platforms.
- Passion for building efficient, repeatable operational processes.

## Compensation & Benefits
- Competitive compensation package that rewards impact.
- Full health benefits.
- 401(k) matching and Roth IRA options.
- Unlimited paid time off.
- Opportunity to work at a fast-scaling startup and chart a growth path as the company expands.

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