Client Service Associate

Farther Wealth Management OpportunityFarther is a rapidly growing Registered Investment Advisor 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.The RoleYou'll be the operational backbone of a growing Bee Cave-based advisory practice led by a 30+ year industry veteran. This is a hands-on, client-facing support role where you own the day-to-day — keeping the calendar running, clients taken care of, and your advisor free to focus on growing the business.If you're organized, proactive, great on the phone, and love the details, this role was built for you.Your ImpactManage the advisor's calendar and coordinate client appointments end-to-endServe as the first point of contact for incoming client calls — screen, respond, and resolve where you canLiaison between the advisor and Farther's centralized service team, tracking open items and keeping things movingHandle account administration: document uploads, client onboarding, service requests, and platform questionsMaintain a meticulous CRM — client records, activity logs, and follow-up items always currentSend monthly client communications, birthday cards, gifts, and coordinate client eventsProduce reports and support meeting prep and post-meeting follow-upBe a consistent, warm presence for clients who need help navigating the platform or have day-to-day questionsThe Ideal Match1–4 years in a client-facing support, administrative, or operations role — financial services experience a plus but not requiredExceptional organization and attention to detail — you plan ahead, nothing slips, and clients never have to ask twiceConfident and warm on the phone — you enjoy talking to clients and handle a wide range of questions with calm professionalismProactive by nature — you spot what needs to be done before being askedStrong written communication skills for client-facing emails and outreachComfortable picking up new tech platforms quicklyAble to work hybrid from Bee Cave, TXBonus PointsExperience in wealth management, financial services, or a similarly client-focused environmentSeries 65 or equivalent license (or interest in getting licensed down the road)CRM proficiency (Salesforce, Redtail, or similar)You're the person who remembers the kids' names and the dog's birthday — and people love you for itWhy Join UsWork directly alongside a 30+ year CFA/CMT-credentialed advisor — real exposure to how a high-performing wealth management practice runsClear growth path — strong performers can grow into a Relationship Manager or advisor-track role over timeHybrid flexibility in Bee Cave, TXCompetitive comp ($60–80K) with room to grow as you doFull health benefits + 401(k) matching & Roth IRA optionsUnlimited PTOReady to disrupt wealth management? Let's talk!