Wealth Management Support Associate

2 weeks ago

Dallas, Texas, United States Farther LLC Full time

Company Overview:
Farther LLC is an innovative Registered Investment Advisor (RIA) that merges expert financial advisors with state-of-the-art technology, providing a customized and comprehensive wealth management experience.

The founders of Farther are pioneers in the private wealth sector, bringing together a unique combination of traditional wealth management practices, fintech advancements, and technological development expertise.

We are supported by leading venture capital firms, fintech investors, and industry visionaries.

Joining Farther means becoming part of a collaborative team of entrepreneurs dedicated to empowering both clients and colleagues to achieve greater success.

If you are someone who is determined to overcome challenges and deliver results effectively, we invite you to help shape the future of wealth management with us.


Position Overview:


As a Client Experience Associate, you will play a pivotal role in Farther's client service and operational framework, ensuring a seamless wealth management experience for both advisors and clients.

Your responsibilities will include executing essential financial operations for onboarding, addressing ongoing requests, and managing complex client needs. You will collaborate closely with our product and engineering teams to continuously enhance the wealth management experience.

This position offers a unique opportunity to significantly influence not only the company but also the broader wealth management industry.


Key Responsibilities:
  • Serve as the primary relationship manager for advisors and clients.
  • Assist advisors by managing daily operational tasks for the business and existing clients.
  • Support advisors in executing follow-up actions for client requests.
  • Act as a liaison with custodians to facilitate and confirm the completion of requests (e.g., account openings, transfers, maintenance).
  • Identify and escalate issues to the product team to inform our strategic roadmap and enhance operational and client service functions.
  • Build and maintain positive relationships with Farther advisors, custodians, and third-party vendors to ensure client satisfaction.

Qualifications:
  • Bachelor's degree or equivalent experience.
  • Minimum of 2 years of relevant work experience in a similar role.
  • Strong interest in client service, relationship management, and operational support.
  • Team-oriented with a positive attitude and strong work ethic.
  • Highly organized with exceptional attention to detail and excellent communication skills.
  • Able to thrive in a fast-paced environment and manage multiple competing priorities.

Preferred Qualifications:
  • Experience and knowledge of standard operational aspects of wealth management client service (e.g., onboarding, transfers) with custodians such as Charles Schwab, Fidelity, and Pershing.
  • Comprehensive understanding of the financial industry.
  • Passion for improving efficiencies within current operational processes to enhance client service.

Equal Opportunity Statement:
Farther LLC is committed to providing equal employment opportunities to all candidates without regard to any protected status under applicable law.

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