Top 1730 Client associate Jobs in Dallas, Tx

Client Transitions Associate
Farther —Irving, TX
- Mid-level
- Financial services
- Communication skills
- Health insurance
- 401(k) matching
Quick Apply
2d
Client Service Associate (Dallas, TX)
Raymond James Financial, Inc. —Dallas, TX
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
4d
Client Services Associate
Veritext —Dallas, TX
- $21 - $25 an hour
- Email
- Hybrid work
- Mid-level
- US work authorization
- Organizational skills
- Paid parental leave
- Disability insurance
Quick Apply
Senior Registered Client Service Associate (Dallas, TX)
Raymond James Financial, Inc. —Dallas, TX
- Full-time
- Writing skills
- Mid-level
- Office
- Paid holidays
- Health insurance
11d
Client Service Associate - Dallas
Brighton Jones —Dallas, TX
- Overtime
- Microsoft Excel
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Client Service Associate
Third Act Wealth Management —Dallas, TX
- $70,000 a year
- Email
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Health insurance
Quick Apply
Associate CRM Client Success Coach
Aesthetic Record —Irving, TX
- $55,000 - $60,000 a year
- Full-time
- Hybrid work
- Google Workspace
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Registered Client Service Associate
Morgan Stanley —Dallas, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Associate Attorney - Real Estate (M&A/Corporate a Plus) | In-Person
Bellinger Suberg LLP —Dallas, TX
- $110,000 - $135,000 a year
- Overtime
- Background check
- Mid-level
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Bilingual Sales Associate - Dallas (All Regions)
Barri Financial Group —Dallas, TX
- $11 an hour
- Communication skills
- Commercial
- Paid training
- Disability insurance
Quick Apply
Mid-level Litigation Associate
Deliverance Law Group, PLLC —Dallas, TX
- $135,000 - $160,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney
Rausch Sturm LLP —Dallas, TX
- $75,000 - $85,000 a year
- Full-time
- Background check
- Mid-level
- In-person
- Health savings account
- Health insurance
Quick Apply
Associate Attorney
Linebarger Goggan Blair & Sampson —Dallas, TX
- $84,841.16 - $102,174.29 a year
- Full-time
- Writing skills
- Mid-level
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Medical Malpractice Associate Attorney
Mayer LLP —Dallas, TX
- $100,000 - $120,000 a year
- 8 hour shift
- Hybrid work
- Writing skills
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Associate Attorney
Zwicker & Associates, P.C. —Dallas, TX
- $85,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Paid holidays
- Disability insurance
Quick Apply
Associate Financial Advisor
Edward Jones —Grapevine, TX
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
Associate Director, Hedge Fund Accounting
SS&C Technologies —Dallas, TX
- Online Application
- CPA
- Office
- 3 years
- Paid holidays
- Health insurance
AT&T Sales Associate (Vietnamese Speaking Needed)
Cyclone Marketing —Arlington, TX
- $950 - $1,400 a week
- Full-time
- Background check
- English
- In-person
- Employee discount
- Opportunities for advancement
Quick Apply
Of Counsel or Senior Supervising Associate Attorney - Healthcare Litigation
Kershaw Anderson King, PLLC —Dallas, TX
- $125,000 - $150,000 a year
- Full-time
- Background check
- Writing skills
- 8 years
- Health savings account
- Health insurance
Quick Apply
Associate Attorney
Wood, Smith, Henning & Berman —Dallas, TX
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 2 years
- Disability insurance
- Health insurance
Quick Apply
10d

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Client Transitions Associate

Farther -
Irving, TX

Quick Apply

Job Details

2 days ago

Benefits

Health insurance
Unlimited paid time off
401(k) matching

Qualifications

Project reporting
Data integrity assurance
Opening bank accounts
Financial data reconciliation
Investment operations
Vendor coordination
Money transfers
Mid-level
Improving operational efficiency
Project communication management
Managing clients in a customer support role
Data integrity and documentation
Managing clients in a finance role
Data management
Client services
Financial product expertise
Financial data management
Annuities
Financial services
Banking product expertise
Business operations
Communication skills
Project stakeholder communication
Progress tracking (project management tasks)
Financial markets knowledge

Full Job Description

Company Description

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.

The Role

As a Client Transition Operations Associate, you'll play a vital role in executing Farther's advisor and client transition process. You'll support the seamless migration of clients by managing operational workflows and ensuring accurate execution of financial operations. This role offers the opportunity to develop expertise in wealth management operations while contributing to the growth of our platform.

Your Impact

Manage and execute the end-to-end client transition process, including processing and validating new account opening documentation, account transfers (ACATs and non-ACATs), and complex asset movements.
Coordinate effectively with external partners such as custodians and third-party vendors to ensure seamless and timely completion of all transition activities.
Monitor and maintain a detailed transition pipeline, proactively tracking progress, identifying potential roadblocks or risk situations, and reporting status updates to both internal stakeholders and clients.
Serve as a primary point of contact for clients during the transition phase, providing exceptional service and ensuring all documentation requirements are clearly communicated and met.
Apply strong problem-solving skills and a meticulous attention to detail to resolve documentation discrepancies, troubleshoot transfer issues, and reconcile custodian data, ensuring data integrity across all systems.
Demonstrate a highly organized and results-oriented approach, with a proven ability to manage multiple competing client transitions and priorities simultaneously under tight deadlines.
Contribute to a collaborative, team-oriented environment, consistently acting with a client-first mindset to ensure a smooth, positive, and professional experience for every new client.

The Ideal Match

Background in client service, particularly with advisor transitions or conversion management
Highly organized with exceptional attention to detail and strong communication skills
Knowledge of financial products including SMAs, 529s, Annuities, 401Ks, and alternative investments
Experience with and knowledge of standard operational aspects of wealth management client service with custodians such as Charles Schwab, Fidelity, and Pershing
Team player with a positive attitude and a strong work ethic
Comfortable working in a fast-paced environment and ability to handle multiple competing tasks

Bonus Points

Comprehensive knowledge of the financial industry
Passion for creating increased efficiencies within current operational processes for the business and servicing clients
Familiarity with Black Diamond

Why Join Us

Competitive comp 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 + 401(k) matching & Roth IRA options
Unlimited PTO

Ready to disrupt wealth management? Let's talk!

Quick Apply

Refine Your Search

client associate jobs in dallas, tx

Client Transitions Associate

Client Service Associate (Dallas, TX)

Client Services Associate

Senior Registered Client Service Associate (Dallas, TX)

Client Service Associate - Dallas

Client Service Associate

Associate CRM Client Success Coach

Registered Client Service Associate

Associate Attorney - Real Estate (M&A/Corporate a Plus) | In-Person

Bilingual Sales Associate - Dallas (All Regions)

Mid-level Litigation Associate

Associate Attorney

Associate Attorney

Medical Malpractice Associate Attorney

Associate Attorney

Associate Financial Advisor

Associate Director, Hedge Fund Accounting

AT&T Sales Associate (Vietnamese Speaking Needed)

Of Counsel or Senior Supervising Associate Attorney - Healthcare Litigation

Associate Attorney

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Company Description

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Why Join Us

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