Join Farther as a Client Experience Associate to enhance client relationships and support wealth management operations.
Posted by employer 5 days ago
First seen on Joblaze 3 days ago
Last verified on the company career page 1 day ago
What you'll build
- Act as the key relationship manager for Farther advisors and clients
- Assist clients with account opening and transfers
- Monitor client accounts and proactively address issues
- Identify opportunities to improve the client experience function
- Establish and maintain positive relationships with advisors and vendors
Must have
- Bachelor’s degree
- 6+ years of previous work experience in a client-facing role
- Strong communication skills
- Experience with custodial and wealth management platforms
Nice to have
- Comprehensive knowledge of financial products
- Passion for creating increased efficiencies
Requirements
- Experience
- 6+ years
- Education
- Bachelor's degree
Not disclosed in this posting: compensation, visa sponsorship.
Benefits
Joblaze summary
In the role of Client Experience Associate at Farther, the individual is responsible for managing relationships with advisors and clients, ensuring smooth onboarding and addressing ongoing requests. Key skills include experience in financial services, strong communication abilities, and familiarity with custodial and wealth management platforms. This position is well-suited for someone with over six years in a client-facing role, particularly those who thrive in fast-paced environments. Farther's collaborative culture emphasizes innovation in wealth management, making it an ideal setting for proactive problem solvers.
Joblaze insights
- Listed 3 days ago — first seen on Joblaze September 17, 2026. Last confirmed on Farther's careers page September 19, 2026.
- This exact title is also open at 1 other location at Farther: Irving, TX.
Quick facts
- Is the Client Experience Associate role remote?
- It's hybrid — Farther expects some on-site time in Hybrid - Dallas, TX.
- How much experience is required?
- At least 6 years of relevant experience for this Client Experience Associate role.
- Where is the role based?
- Farther is hiring for this position in Hybrid - Dallas, TX.
- What seniority level is this role?
- Farther targets mid-level candidates for this position.
- Is this full-time or contract?
- Full-time for this Client Experience Associate role at Farther.
From the original posting
Company Description
The Role
As a Client Experience Associate, you will play a key role in delivering a world-class wealth management experience for Farther advisors and clients. You'll 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 Farther's 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 Farther’s advisors, custodians, and third-party vendors to ensure client satisfaction
The Ideal Match
- Bachelor’s degree with 6+ years of previous work experience in a client-facing role within the financial services industry
- 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
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
Standard company text repeated across Farther's postings is omitted here.