Client Engagement Specialist

2 weeks ago


Dallas, Texas, United States Farther LLC Full time


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

The founders of Farther are pioneers and visionaries from the private wealth sector, bringing together a unique combination of traditional wealth management, financial technology, and technology development expertise.

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

Becoming a part of Farther means joining a collaborative group of entrepreneurs dedicated to empowering both clients and colleagues to achieve greater success.

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


This position requires a hybrid work schedule in a designated office location.

Role Overview:


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

You will facilitate this exceptional experience by managing the financial operations necessary for client onboarding, ongoing requests, and addressing complex needs. Collaboration with our product and engineering teams will be essential as we strive to innovate within the wealth management space.

Being part of Farther's client experience team presents a significant opportunity to influence not only the company but the broader wealth management industry.


Key Responsibilities:
• Serve as the primary relationship manager for advisors and clients
• Assist advisors by executing and overseeing daily operational tasks for the business and existing clientele
• Support advisors in following up on operational action items for clients
• Act as a liaison with custodians to process and confirm the completion of requests (e.g., account openings, transfers, account maintenance, etc.)
• Identify and escalate issues to the product team to inform our strategic roadmap and enhance operational and client service functions
• Build 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 relevant work experience in a similar role
• Strong interest in client service, relationship management, and operational support
• Team-oriented with a positive attitude and a strong work ethic
• Highly organized with exceptional attention to detail and strong communication skills
• Ability to thrive in a fast-paced environment and manage multiple competing priorities

Preferred Qualifications:
• Familiarity with standard operational aspects of wealth management client service (e.g., onboarding, transfers, distributions) with custodians such as Charles Schwab, Fidelity, and Pershing
• Comprehensive understanding of the financial services industry
• Passion for enhancing efficiencies within current operational processes for the business and client servicing

Application Requirements:
• Accepted file types: pdf, doc, docx, txt, rtf

Equal Employment Opportunity:
As outlined in Farther's Equal Employment Opportunity policy, we do not discriminate based on any protected group status under applicable law.

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