How much experience is required?

At least 3 years of relevant experience for this Client Experience Associate 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 role at Farther.

Client Experience Associate at Farther

Joblaze summary

In the role of Client Experience Associate at Farther, the individual is responsible for ensuring a seamless wealth management experience by managing daily operational tasks and supporting advisors with client requests. Key skills include a strong background in financial services, relationship management, and operational support, with a focus on detail and communication. This position is ideal for someone with at least three years of relevant experience who thrives in a fast-paced environment and is eager to contribute to a growing fintech startup.

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 3 years of relevant experience for this Client Experience Associate 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 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

As a Client Experience Associate, you are at the core of Farther’s client service and operations, delivering a flawless wealth management experience for advisors and clients. You’ll 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 Farther’s 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 specific 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

Bachelor’s degree or equivalent experience
At least 3+ years of previous work experience in a similar position within the financial services industry
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

Ready to disrupt wealth management? Let's talk!