Client Operations Associate

u003ch2u003eu003cstrongu003eThe Roleu003c/strongu003eu003c/h2u003enu003cpu003eFarther's Client Operations team is the engine behind every account opening, transfer, and money movement across our multi-custodial platform. As our volume scales, we're adding a Client Operations Associate to help our Core Ops function keep pace.u0026nbsp;You'll own the daily request queue and step in on high-impact projects like custodial mergers and historical performance migrations. If you like being the person who actually gets things done - not just the one who routes the ticket to someone else - this is your seat.u003c/pu003enu003ch2u003eu003cstrongu003eYour Impactu003c/strongu003eu003c/h2u003enu003culu003enu003cliu003eOwn and triage the daily Core Ops request queue - access provisioning, rep code updates, and more - keeping turnaround fast for our advisorsu003c/liu003enu003cliu003eProvide hands-on support for high-impact projects like Historical Performance Migrations and Custodial Mergersu003c/liu003enu003cliu003eBuild real fluency across our custodial platforms (think Schwab, Fidelity, Pershing, and beyond)u003c/liu003enu003cliu003ePartner closely with our technical specialists and CX team to spot process gaps and fix themu003c/liu003enu003cliu003eHelp build the redundancy and structure that lets Core Ops scale alongside the businessu003c/liu003enu003c/ulu003enu003ch2u003eu003cstrongu003eThe Ideal Matchu003c/strongu003eu003c/h2u003enu003culu003enu003cliu003e2+ years in operations at a custodian, RIA, or wealth management firm, with real end-to-end ownership of tasks like account opening and money movement - not just routing requests alongu003c/liu003enu003cliu003eExperience working across multiple custodians or departmentsu003c/liu003enu003cliu003eSharp attention to detail and comfort managing a high, growing volume of requestsu003c/liu003enu003cliu003eA fast learner who can pick up new systems and workflows quicklyu003c/liu003enu003c/ulu003enu003ch2u003eu003cstrongu003eBonus Pointsu003c/strongu003eu003c/h2u003enu003culu003enu003cliu003eExperience at an independent RIAu003c/liu003enu003cliu003eExposure to custodial mergers, data migrations, or similar technical projectsu003c/liu003enu003cliu003eA service background that shows you sweat the details for the people you're helpingu003c/liu003enu003c/ulu003enu003ch2u003eu003cstrongu003eWhy Join Usu003c/strongu003eu003c/h2u003enu003culu003enu003cliu003eCompetitive comp package that rewards impactu003c/liu003enu003cliu003eWork alongside some of the brightest minds in fintechu003c/liu003enu003cliu003eGround-floor opportunity at a fast-scaling startupu003c/liu003enu003cliu003eChart your own growth path as we expandu003c/liu003enu003cliu003eFull health benefits + 401(k) matching u0026amp; Roth IRA optionsu003c/liu003enu003cliu003eUnlimited PTOu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eReady to disrupt wealth management? Let's talk!u003c/strongu003eu003c/pu003e