Client Experience Associate

3 months ago

Dallas, United States Farther LLC 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

  • Client Experience Associate

    4 weeks ago

    Dallas, Texas, United States Farther Full time

    {"h1": "Client Experience Associate", "p": "At Farther, we're on a mission to revolutionize the wealth management industry by combining expert advisors with cutting-edge technology. As a Client Experience Associate, you'll play a critical role in delivering a seamless and personalized experience for our advisors and clients. Your responsibilities will...

  • Client Experience Associate

    1 month ago

    Dallas, Texas, United States Farther Full time

    Job OverviewFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience.We're backed by top-tier venture capital firms, fintech investors, and industry leaders. Our team is passionate about helping clients and teammates achieve more.As a Client Experience...

  • Client Experience Associate

    4 weeks ago

    dallas, United States VRGL Full time

    VRGL is a high-growth software and data analytics company serving the wealth management industry. Its products and services revolutionize the way RIAs and wealth managers attract and grow revenue through client acquisition by quantitatively assessing a client’s current investment portfolio with where it could be if they transitioned to a new wealth...

  • Client Experience Associate

    4 weeks ago

    Dallas, United States VRGL Full time

    VRGL is a high-growth software and data analytics company serving the wealth management industry. Its products and services revolutionize the way RIAs and wealth managers attract and grow revenue through client acquisition by quantitatively assessing a clients current investment portfolio with where it could be if they transitioned to a new wealth management...

  • Client Experience Associate

    4 weeks ago

    Dallas, United States VRGL Full time

    VRGL is a high-growth software and data analytics company serving the wealth management industry. Its products and services revolutionize the way RIAs and wealth managers attract and grow revenue through client acquisition by quantitatively assessing a client’s current investment portfolio with where it could be if they transitioned to a new wealth...

  • Client Experience Associate

    1 week ago

    dallas, United States VRGL Full time

    VRGL is a high-growth software and data analytics company serving the wealth management industry. Its products and services revolutionize the way RIAs and wealth managers attract and grow revenue through client acquisition by quantitatively assessing a client’s current investment portfolio with where it could be if they transitioned to a new wealth...

  • Client Experience Associate

    1 month ago

    Dallas, United States VRGL Full time

    VRGL is a high-growth software and data analytics company serving the wealth management industry. Its products and services revolutionize the way RIAs and wealth managers attract and grow revenue through client acquisition by quantitatively assessing a client’s current investment portfolio with where it could be if they transitioned to a new wealth...

  • Client Experience Associate Dallas TX

    3 weeks ago

    Dallas, Texas, United States Farther LLC Full time

    Client Experience AssociateFarther LLC is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Our founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production...

  • Client Associate

    4 weeks ago

    Dallas, United States Neuberger Berman Full time

    The Client Associate will provide comprehensive operational support to a seasoned Senior Wealth Advisor Team with over $2B in assets under management. The Client Associate enhances the client experience by assisting with the service, maintenance, and growth of the team’s high net worth book of business. This position will provide the individual with a...

  • Client Associate

    4 weeks ago

    Dallas, Texas, United States Neuberger Berman Group LLC Full time

    Job Summary:The Client Associate will provide comprehensive operational support to a seasoned Senior Wealth Advisor Team with over $2B in assets under management. This role will enhance the client experience by assisting with the service, maintenance, and growth of the team's high net worth book of business. The Client Associate will provide a perspective on...

  • Client Associate

    2 weeks ago

    Dallas, Texas, United States Rockefeller Financial Full time

    About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm with a rich history dating back to 1882. As a subsidiary of Rockefeller Capital Management L.P., we offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets...

  • Client Associate

    1 day ago

    Dallas, Texas, United States Rockefeller Financial Full time

    About Rockefeller Capital Management:Rockefeller Capital Management is a leading independent financial advisory services firm. Established in 2018, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office...

  • Client Associate

    6 days ago

    Dallas, Texas, United States Rockefeller Financial Full time

    About Rockefeller Capital Management:Rockefeller Capital Management is a leading independent financial advisory services firm. Established in 2018, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office...

  • Client Associate

    4 months ago

    Dallas, United States Neuberger Berman Group LLC Full time

    Summary: The Client Associate will provide comprehensive operational support to a seasoned Senior Wealth Advisor Team with over $2B in assets under management. The Client Associate enhances the client experience by assisting with the service, maintenance and growth of the team's high net worth book of business. This position will provide the individual with...

  • Client Associate

    4 months ago

    Dallas, United States Rockefeller Financial Full time

    About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...

  • Client Experience Associate, Advisor Growth

    4 months ago

    Dallas, United States Farther LLC 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...

  • Client Services Associate

    4 weeks ago

    Dallas, United States EQ Wealth Advisors Full time

    Company Description EQ Wealth Advisors is a financial counseling firm that prioritizes emotional intelligence and eliminates the burdens of wealth management. Our goal is to provide clarity and valuable insights to our clients so they can make smart decisions about their finances and focus on living a great life. Our clients are family-oriented,...

  • Client Services Associate

    1 month ago

    Dallas, Texas, United States HFS Wealth Management Full time

    {"h1": "Client Services Associate", "p": "At HFS Wealth Management, we are seeking a highly skilled Client Services Associate to join our team. As a key member of our client services team, you will be responsible for providing exceptional customer service and support to our clients. Your primary responsibilities will include addressing external and internal...

  • Client Services Associate

    4 weeks ago

    Dallas, Texas, United States HFS Wealth Management Full time

    {"Job Summary This is a full-time on-site role for a Client Services Associate in our Dallas, TX office. The Client Services Associate will be responsible for providing exceptional customer service and support to our clients. Key responsibilities include executing service requests, maintaining portfolio data, managing client data in CRM, preparing custodian...

  • Client Services Associate

    1 month ago

    Dallas, United States EQ Wealth Advisors Full time

    Company Description EQ Wealth Advisors is a financial counseling firm that prioritizes emotional intelligence and eliminates the burdens of wealth management. Our goal is to provide clarity and valuable insights to our clients so they can make smart decisions about their finances and focus on living a great life. Our clients are family-oriented,...