Client Experience Associate
3 weeks ago
**This role requires an in office hybrid working schedule in Dallas, TX**
Role:
As a Client Experience Associate, you are at the core of Farthers client service and operations, delivering a flawless wealth management experience for advisors and clients. Youll 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 Farthers 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:
Bachelors 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
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