Client Operations Associate

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. We’re 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 our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

Farther's Client Operations team is the engine behind every account opening, transfer, and money movement across our multi-custodial platform. As our 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. If you like being the person who actually gets things done — not just the one who routes the ticket to someone else — this is your seat.

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 like Historical Performance Migrations and Custodial Mergers

Build real fluency across our custodial platforms (think Schwab, Fidelity, Pershing, and beyond)

Partner closely with our technical specialists and CX team to spot process gaps and fix them

Help build the redundancy and structure that lets Core Ops scale alongside the business