Client Transitions Associate

u003ch3u003eThe Roleu0026nbsp;u003c/h3u003enu003cpu003eAs a Client Transition Operations Associate, you'll play a vital role in executing Farther's advisor and client transition process. You'll support the seamless migration of clients by managing operational workflows and ensuring accurate execution of financial operations. This role offers the opportunity to develop expertise in wealth management operations while contributing to the growth of our platform.u003c/pu003enu003ch3u003eYour Impactu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eManage and execute the end-to-end client transition process, including processing and validating new account opening documentation, account transfers (ACATs and non-ACATs), and complex asset movements.u003c/liu003enu003cliu003eCoordinate effectively with external partners such as custodians and third-party vendors to ensure seamless and timely completion of all transition activities.u003c/liu003enu003cliu003eMonitor and maintain a detailed transition pipeline, proactively tracking progress, identifying potential roadblocks or risk situations, and reporting status updates to both internal stakeholders and clients.u003c/liu003enu003cliu003eServe as a primary point of contact for clients during the transition phase, providing exceptional service and ensuring all documentation requirements are clearly communicated and met.u003c/liu003enu003cliu003eApply strong problem-solving skills and a meticulous attention to detail to resolve documentation discrepancies, troubleshoot transfer issues, and reconcile custodian data, ensuring data integrity across all systems.u003c/liu003enu003cliu003eDemonstrate a highly organized and results-oriented approach, with a proven ability to manage multiple competing client transitions and priorities simultaneously under tight deadlines.u003c/liu003enu003cliu003eContribute to a collaborative, team-oriented environment, consistently acting with a client-first mindset to ensure a smooth, positive, and professional experience for every new client.u003c/liu003enu003c/ulu003enu003ch3u003eThe Ideal Matchu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eBackground in client service, particularly with advisor transitions or conversion managementu003c/liu003enu003cliu003eHighly organized with exceptional attention to detail and strong communication skillsu003c/liu003enu003cliu003eKnowledge of financial products including SMAs, 529s, Annuities, 401Ks, and alternative investmentsu003c/liu003enu003cliu003eExperience with and knowledge of standard operational aspects of wealth management client service with custodians such as Charles Schwab, Fidelity, and Pershingu003c/liu003enu003cliu003eTeam player with a positive attitude and a strong work ethicu003c/liu003enu003cliu003eComfortable working in a fast-paced environment and ability to handle multiple competing tasksu003c/liu003enu003c/ulu003enu003ch3u003eBonus Pointsu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eComprehensive knowledge of the financial industryu003c/liu003enu003cliu003ePassion for creating increased efficiencies within current operational processes for the business and servicing clientsu003c/liu003enu003cliu003eFamiliarity with Black Diamondu003c/liu003enu003c/ulu003enu003ch3u003eWhy Join Usu003c/h3u003enu003culu003enu003cliu003eCompetitive 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/ulu003enu003ch4u003eReady to disrupt wealth management? Let's talk!u003c/h4u003e