Client Experience Associate Hybrid - Dallas, TX

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 is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

As a Client Experience Associate, you will play a key role in delivering a world-class wealth management experience for Farther advisors and clients. You'll support that exceptional client experience by flawlessly executing the financial operations required for advisor onboarding, client 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 wealthtech industry.

Your Impact

• 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

The Ideal Match

• Bachelor’s degree with 6+ years of previous work experience in a client-facing role within the financial services industry
• 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

Bonus Points

• Comprehensive knowledge of financial products, including separately managed accounts (SMAs), and alternative investments
• Passion for creating increased efficiencies within current operational processes for the business and servicing of clients

Why Join Us

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO

Are you able to commit to a hybrid in-office schedule in Irving, TX? * Select...

Do you hold a Bachelors Degree? * Select...

Do you now, or will you in the future, require working authorization or a work visa to work in the US? * Select...