Join Farther as a Client Experience Associate to manage client relationships and support a boutique advisory practice.
Posted by employer 4 weeks ago
First seen on Joblaze 1 week ago
Last verified on the company career page 1 day ago
Requirements
- Experience
- 4+ years
Not disclosed in this posting: compensation, work arrangement, visa sponsorship.
Benefits
Joblaze summary
In this role, the Client Experience Associate acts as the essential support for an advisor, managing the entire client service lifecycle while allowing the advisor to focus on strategic planning and client relationships. Key skills include strong communication, organization, and familiarity with custodial platforms and CRM systems, all of which are crucial for handling client needs and ensuring smooth operations. This position is ideal for someone with over four years of client-facing experience in wealth management who seeks a long-term commitment rather than a pathway to advisory roles. Farther offers a collaborative environment within a rapidly growing firm, emphasizing autonomy and opera
Joblaze insights
- Listed 9 days ago on Joblaze — tracked directly from Farther's career page.
- Farther has 35 other open roles including Senior Frontend Engineer, Conversational & Gen UI, Client Transitions Associate, Senior Trading Associate.
Quick facts
- How much experience is required?
- At least 4 years of relevant experience for this Client Experience Associate, Advisor Dedicated role.
- 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, Advisor Dedicated role at Farther.
From the original posting
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
This is a high-trust, high-autonomy role built to give one of our advisors a true right hand. You'll serve as the dedicated point of continuity for a thriving, boutique advisory practice — owning the full client service lifecycle (everything except the client meetings themselves) so the advisor can stay focused on planning and relationships instead of day-to-day execution. This isn't a stepping stone to becoming an advisor or a people manager, and it isn't a sales or prospecting role — it's built for someone who wants to own this seat and get really good at managing the client relationship process.
Your Impact
- Serve as the primary point of contact for day-to-day client needs — monitoring the advisor's email and voicemail daily and responding with professionalism, clarity, and calm judgment
- Facilitate money movement, distributions, trades, and rebalancing actions, escalating when tax or planning judgment is required
- Proactively monitor custodian alerts and action-needed items (including NIGOs and money movement issues) and drive them to resolution
- Own meeting prep and follow-up — maintaining meeting planners as living documents and making sure nothing falls through the cracks
- Coordinate paperwork and workflows across custodian platforms, DocuSign, or paper processes, based on what each client prefers
- Ensure Required Minimum Distributions and other deadline-driven items are completed well ahead of schedule
- Handle the majority of client matters independently when the advisor is out of office
The Ideal Match
- 4+ years of client-facing experience in wealth management, including ownership of the full client lifecycle within a boutique or independent advisory practice
- Strong communication skills paired with calm, sound judgment under pressure
- Experience with custodial platforms, trading/rebalancing tools, and CRM systems
- Highly organized, with exceptional attention to detail and follow-through
- Comfortable operating with autonomy and trusted to make day-to-day judgment calls
- Genuinely looking for a long-term home in this seat — not a stepping stone toward becoming an advisor or a people manager
Bonus Points
- Former CFP-track professional who's realized they're happiest owning execution and client care rather than prospecting or advising
- Hands-on experience with tools like 55ip, Ramp, or similar portfolio, trading, or expense platforms
- A genuine passion for building efficient, repeatable operational processes
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!