Client Operations Associate

About Farther

Farther is a rapidly growing RIA that combines expert advisors with cutting‑edge technology—delivering a comprehensive, tailored wealth management experience. The founders are leaders and innovators from the private‑wealth industry with a blend of traditional wealth management, fintech, and technology production expertise. Backed by top‑tier venture capital firms, fintech investors, and industry leaders, Farther offers a collaborative team of entrepreneurs passionate about helping clients and teammates achieve more.

Role Overview

Farther's Client Operations team is the engine behind every account opening, transfer, and money movement across our multi‑custodial platform. As volume scales, we’re adding a Client Operations Associate to help our Core Ops function keep pace. You’ll own the daily request queue and step in on high‑impact projects like custodial mergers and historical performance migrations.

Key Responsibilities

• Own and triage the daily Core Ops request queue—access provisioning, rep code updates, and more—keeping turnaround fast for our advisors.
• Provide hands‑on support for high‑impact projects such as Historical Performance Migrations and Custodial Mergers.
• Build real fluency across our custodial platforms (e.g., Schwab, Fidelity, Pershing, and beyond).
• Partner closely with technical specialists and the CX team to spot process gaps and fix them.
• Help build the redundancy and structure that lets Core Ops scale alongside the business.

Qualifications

• 2+ years in operations at a custodian, RIA, or wealth‑management firm, with end‑to‑end ownership of tasks like account opening and money movement—not just routing requests.
• Experience working across multiple custodians or departments.
• Sharp attention to detail and comfort managing a high, growing volume of requests.
• Fast learner who can pick up new systems and workflows quickly.

Preferred Experience

• Experience at an independent RIA.
• Exposure to custodial mergers, data migrations, or similar technical projects.
• Service background that shows you sweat the details for the people you’re helping.

Benefits

• Competitive compensation package that rewards impact.
• Full health benefits.
• 401(k) matching and Roth IRA options.
• Unlimited PTO.
• Work alongside some of the brightest minds in fintech.
• Ground‑floor opportunity at a fast‑scaling startup with a clear growth path.