Client Experience Associate for WealthTech Onboarding

Farther Finance, LLC; Dallas, Northern (TX, KY); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Hybrid in-office schedule

Job summary

Farther Finance, LLC is seeking a Client Experience Associate to support advisor onboarding, client onboarding, and ongoing requests. You will collaborate with Product and Engineering to enhance wealth management processes and deliver a world-class client experience.

You will manage inquiries across channels, assist with account openings and transfers, and coordinate with custodians to ensure timely completion. A fast-paced team environment and strong communication are essential.

Qualifications

• Bachelor’s degree with 6+ years of client-facing experience in financial services.
• Strong communication skills and 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 strong work ethic.
• Comfortable working in a fast-paced environment and able to prioritise multiple tasks.

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 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 Product and Engineering teams to implement changes.
• Establish and maintain positive relationships with Farther’s advisors, custodians, and third-party vendors to ensure client satisfaction.

Skills

Client onboarding

CRM systems

Communication

Relationship management

Team player

Education

Bachelor’s degree

Tools

Custodian platforms

Wealth management platforms

Job description

Farther Finance, LLC is seeking a Client Experience Associate to support advisor onboarding, client onboarding, and ongoing requests. You will collaborate with Product and Engineering to enhance wealth management processes and deliver a world-class client experience.

You will manage inquiries across channels, assist with account openings and transfers, and coordinate with custodians to ensure timely completion. A fast-paced team environment and strong communication are essential.