Client Operations Associate

About the company

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

The role

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.

Your impact

• 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.

Ideal match

• 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.
• Experience working across multiple custodians or departments.
• Sharp attention to detail and comfort managing a high, growing volume of requests.
• A fast learner who can pick up new systems and workflows quickly.
• Bonus: Experience at an independent RIA.
• Bonus: Exposure to custodial mergers, data migrations, or similar technical projects.
• Bonus: A service background that shows you sweat the details for the people you’re helping.

Why join us

• Competitive compensation package that rewards impact.
• Work alongside some of the brightest minds in fintech.
• Ground‑floor opportunity at a fast‑scaling startup.
• Chart your own growth path as we expand.
• Full health benefits plus 401(k) matching & Roth IRA options.
• Unlimited PTO.