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Farther

Client Transitions Associate

Farther · Hybrid - Dallas, TX

Posted 12 days ago

or apply directly on Farther's site. We never take the application ourselves.

Is this posting real?

This role has been open
12 days
Farther's roles stay open a median of 45 days
Reposted
No
Salary listed
No
3% of Farther's roles list one
Ghost-job risk at Farther
high
28 stale, 0 reposted of 36 open
Hiring momentum
48 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-09-17

Measured from postings appearing on and disappearing from Farther's own greenhouse board since 2026-08-03. Full hiring picture for Farther.

About this role

As a Client Transitions Associate at Farther, you will manage the end-to-end client transition process, ensuring smooth migration for clients by handling account openings, transfers, and asset movements. You will coordinate with external partners, monitor transition progress, and serve as a primary contact for clients, all while applying strong problem-solving skills and attention to detail in a fast-paced environment.

Our read on this posting3.0out of 5
benefits
2/5
freshness
4/5
career value
4/5
role clarity
5/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Farther as an employer.

What you need

  • Background in client service, particularly with advisor transitions or conversion management
  • Highly organized with exceptional attention to detail and strong communication skills
  • Knowledge of financial products including SMAs, 529s, Annuities, 401Ks, and alternative investments
  • Experience with and knowledge of standard operational aspects of wealth management client service with custodians such as Charles Schwab, Fidelity, and Pershing
  • Ability to manage multiple competing client transitions and priorities simultaneously under tight deadlines

Nice to have

  • Comprehensive knowledge of the financial industry
  • Passion for creating increased efficiencies within current operational processes for the business and servicing clients
  • Familiarity with Black Diamond

What you get

  • Competitive comp package that rewards impact
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO

Worth weighing

  • No salary listed
  • Fast-paced environment may lead to high pressure and tight deadlines
  • Role involves significant client interaction, which may require strong interpersonal skills

Summarised from Farther's posting. Read the full original.

Listed by Farther on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.

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