Client Experience Associate, WealthTech Onboarding

Socket.dev; Dallas (TX); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Full health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Job summary

Farther is a rapidly growing wealth management company that blends advisor service with fintech to deliver a tailored client experience.

As a Client Experience Associate, you will support advisor and client onboarding, process requests, and partner with Product and Engineering to push the boundaries of wealth tech.

You will be the main point of contact for advisors and clients, coordinate with custodians, monitor accounts, and identify improvements to the client experience.

Qualifications

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

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 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.

Skills

Communication skills

Relationship management

Team player

Attention to detail

Education

Bachelor’s degree with 6+ years in a client-facing role in financial services

Tools

CRM systems

Custodial platforms

Job description

Farther is a rapidly growing wealth management company that blends advisor service with fintech to deliver a tailored client experience.

As a Client Experience Associate, you will support advisor and client onboarding, process requests, and partner with Product and Engineering to push the boundaries of wealth tech.

You will be the main point of contact for advisors and clients, coordinate with custodians, monitor accounts, and identify improvements to the client experience.