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Farther · 4 hours ago

Senior Client Experience Associate

United States

Full-time

Remote

Senior Level

6+ years exp

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive wealth management experience. As a Senior Client Experience Associate, you will play a key role in ensuring a world-class experience for clients and advisors by managing financial operations, onboarding processes, and ongoing client requests.

ConsultingFinanceFinancial ServicesFinTechWealth Management

Growth Opportunities

Responsibilities

Act as the key relationship manager for Farther advisors and clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels

Assist clients with account opening, transfers, and other ongoing tasks – while also acting as a liaison with our custodians to confirm completion of requests

Monitor client accounts and proactively address issues as they arise

Identify opportunities to improve the client experience function and work with the Product and Engineering teams and other team members to implement changes

Establish and maintain positive and effective relationships with Farther’s advisors, custodians, and third-party vendors to ensure client satisfaction

Qualification

Client-facing experienceWealth management platformsCRM systemsFinancial products knowledgePrioritize tasksCommunication skillsOrganizational skillsTeam playerPositive attitudeAttention to detail

Required

Bachelor's degree or equivalent work experience, with at least 6 of those years of previous work experience in a client-facing role within the financial services industry, and with a majority of that time spent working at an independent RIA

Strong communication skills and the ability to build rapport with advisors and clients

Experience with custodial and wealth management platforms and CRM systems

Highly organized, with exceptional attention to detail

Team player, with a positive attitude and a strong work ethic

Comfortable working in a fast-paced environment and the ability to prioritize multiple competing tasks