Client Experience Associate

Fartherfinance; Irving (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

Fartherfinance is seeking a Client Experience Associate to deliver exceptional wealth management experiences for advisors and clients in Irving, Texas. In this pivotal role, you will support financial operations for onboarding and ongoing requests, working closely with product and engineering teams.

This position offers a unique opportunity to have a significant impact on both the company and the wealth management industry, focusing on enhancing client service and executing complex operational needs.

Qualifications

• Strong communication and organizational skills.
• Ability to manage multiple tasks and prioritize effectively.

Responsibilities

• Act as the key relationship manager for specific 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.

Job description

The 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.

Your Impact

• Act as the key relationship manager for specific 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 escalates issues to the product team to guide our roadmap and improve the operations and client service function
• Establish...