Description
Farther is hiring a Client Transition Operations Associate to manage the end-to-end migration of advisor and client accounts. The role handles account-opening documentation, ACAT and non-ACAT transfers, complex asset movements, custodian and vendor coordination, transition-pipeline monitoring, client communication, documentation reconciliation, and troubleshooting. The ideal candidate has client-service or advisor-transition experience, knowledge of wealth-management products and custodians, strong organization and communication skills, and familiarity with Black Diamond.
