How much experience is required?

At least 6 years of relevant experience for this Senior Client Experience Associate role.

What seniority level is this role?

Farther targets senior candidates for this position.

Is this full-time or contract?

Full-time for this Senior Client Experience Associate role at Farther.

Senior Client Experience Associate at Farther

Joblaze summary

In the role of Senior Client Experience Associate at Farther, the individual is responsible for ensuring a seamless wealth management experience by managing advisor and client interactions, handling onboarding processes, and addressing ongoing requests. Key skills include strong communication, familiarity with custodial and wealth management platforms, and a detail-oriented approach to client service. This position is ideal for someone with over six years of experience in client-facing roles within financial services, who thrives in a dynamic environment. Farther's collaborative culture emphasizes innovation and efficiency, making it a compelling opportunity for those looking to impact the w

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 6 years of relevant experience for this Senior Client Experience Associate role.
What seniority level is this role?: Farther targets senior candidates for this position.
Is this full-time or contract?: Full-time for this Senior 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 Senior 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