Client Service Associate

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

You'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 Impact

* Manage the advisor's calendar and coordinate client appointments end-to-end
* Serve as the first point of contact for incoming client calls — screen, respond, and resolve where you can
* Liaison between the advisor and Farther's centralized service team, tracking open items and keeping things moving
* Handle account administration: document uploads, client onboarding, service requests, and platform questions
* Maintain a meticulous CRM — client records, activity logs, and follow-up items always current
* Send monthly client communications, birthday cards, gifts, and coordinate client events
* Produce reports and support meeting prep and post-meeting follow-up
* Be a consistent, warm presence for clients who need help navigating the platform or have day-to-day questions

The Ideal Match

* 1–4 years in a client-facing support, administrative, or operations role — financial services experience a plus but not required
* Exceptional organization and attention to detail — you plan ahead, nothing slips, and clients never have to ask twice
* Confident and warm on the phone — you enjoy talking to clients and handle a wide range of questions with calm professionalism
* Proactive by nature — you spot what needs to be done before being asked
* Strong written communication skills for client-facing emails and outreach
* Comfortable picking up new tech platforms quickly
* Able to work hybrid from Bee Cave, TX

Bonus Points

* Experience in wealth management, financial services, or a similarly client-focused environment
* Series 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 it

Why Join Us

* Work directly alongside a 30+ year CFA/CMT-credentialed advisor — real exposure to how a high-performing wealth management practice runs
* Clear growth path — strong performers can grow into a Relationship Manager or advisor-track role over time
* Hybrid flexibility in Bee Cave, TX
* Competitive comp ($60–80K) with room to grow as you do
* Full health benefits + 401(k) matching & Roth IRA options
* Unlimited PTO

Ready to disrupt wealth management? Let's talk!