Client Experience Associate
Client Experience Associate
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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.
Farthers founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management fintech and technology production 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 youre 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 Experience Associate you are at the core of Farthers client service and operations delivering a flawless wealth management experience for advisors and clients. Youll support that seamless experience by executing the financial operations required for onboarding ongoing requests and any complex needs. You will work closely with our product and engineering teams to continually push the boundaries of wealth management. As a member of Farthers client experience team this is an opportunity to have a huge impact not just on the company but on the entire wealth industry.
Your Impact
- Act as the key relationship manager for advisors and clients
- Support advisors by performing and managing daily tasks for the business and existing clients
- Help advisors execute operational follow-up action items for clients
- Act as a liaison with our custodians to process and confirm completion of requests (e.g. account opening ACATs transfers account maintenance etc.)
- Identify and escalate issues to the product team to guide our roadmap and improve the operations and client service function
- Establish and maintain positive and effective relationships with Farther advisors custodians and third-party vendors to ensure client satisfaction
The Ideal Match
- Bachelors degree or equivalent experience
- 2 years of previous work experience in a similar position
- Strong interest in client service relationship management and operational support
- Team player with a positive attitude and a strong work ethic
- Highly organized with exceptional attention to detail and strong communication skills
- Comfortable working in a fast-paced environment and ability to handle multiple competing tasks
Bonus Points
- Experience with and knowledge of standard operational aspects of wealth management client service (e.g. onboarding ACATs distributions) with custodians such as Charles Schwab Fidelity and Pershing
- Comprehensive knowledge of the financial industry
- Passion for creating increased efficiencies within current operational processes for the business and servicing clients
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 options
- Unlimited PTO
Required Experience:
IC
Employment Type
Full Time
