Senior Client Experience Associate
Senior Client Experience Associate
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Salary Not Disclosed
1 Vacancy
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 Senior Client Experience Associate you will play a key role in delivering a world-class wealth management experience for Farther advisors and clients. Youll support that exceptional client experience by flawlessly executing the financial operations required for advisor onboarding client 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 wealthtech industry.
Your Impact
- Act as the key relationship manager for Farther advisors and clients by providing timely and accurate responses to inquiries via email phone and other communication channels
- Assist clients with account opening transfers and other ongoing tasks while also acting as a liaison with our custodians to confirm completion of requests
- Monitor client accounts and proactively address issues as they arise
- Identify opportunities to improve the client experience function and work with the Product and Engineering teams and other team members to implement changes
- Establish and maintain positive and effective relationships with Farthers advisors custodians and third-party vendors to ensure client satisfaction
The Ideal Match
- Bachelors degree with at least 6 years of previous work experience in a client-facing role within the financial services industry with a majority of that time spent working at an independent RIA
- Strong communication skills and the ability to build rapport with advisors and clients
- Experience with custodial and wealth management platforms and CRM systems
- Highly organized with exceptional attention to detail
- Team player with a positive attitude and a strong work ethic
- Comfortable working in a fast-paced environment and the ability to prioritize multiple competing tasks
Bonus Points
- Comprehensive knowledge of financial products including separately managed accounts (SMAs) and alternative investments
- Passion for creating increased efficiencies within current operational processes for the business and servicing of clients
Required Experience:
Senior IC
Employment Type
Full Time
