Client Transition Specialist - Wealth Ops & Onboarding
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Finance & Banking
Financial Compliance, Regulatory Compliance Specialist, Banking & Finance, Wealth Management
Job Description & How to Apply Below
Farther is seeking a Client Transition Operations Associate to support the smooth migration of clients by managing operational workflows and ensuring accurate execution of financial operations. Join a collaborative team of innovators building the future of wealth management.
You will coordinate with custodians, validate documentation, and monitor transitions while maintaining a client-first approach and data integrity across systems.
This posting is for the Client Transition Specialist - Wealth Ops & Onboarding role at Farther, based in Irving, TX, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Irving, TX, United States.
This opportunity is part of our work in Management & Operations.
The advertised compensation is 65.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
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