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Client Experience Associate

4 months ago

Dallas, United States Farther Finance Full time

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.

This role requires an in office hybrid working schedule in Dallas, TX

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.

Responsibilities:

* Act as the key relationship manager for 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

Required Qualifications:

* Bachelor's degree or equivalent experience
* 2+ years of previous work experience in a similar position
* 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

Preferred Qualifications:

* 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