Client Experience Lead — Wealth Tech Growth

Farther; Dallas (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Full health benefits

401(k) matching

Roth options

Unlimited PTO

Job summary

Farther is seeking a Client Experience Associate to be at the core of our client service and operations. You will support onboarding, ongoing client requests, and complex needs while collaborating with product and engineering to push the boundaries of wealth management.

You will act as a liaison between advisors and clients, manage daily tasks, and help execute follow-up items. The role emphasizes relationship management, accuracy, and a proactive service mindset in a fast-paced fintech wealth

Qualifications

• Bachelor’s degree or equivalent experience.
• At least 3+ years of previous work experience in a similar position within the financial services industry.
• Strong interest in client service, relationship management, and operational support.
• Team player with a positive attitude and a strong work ethic.
• Highly organized with exceptional attention to detail and strong communication skills.
• Comfortable working in a fast-paced environment and ability to handle multiple competing tasks.

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
• 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 escalate issues to the product team to guide our roadmap and improve the operations and client service function
• Establish and maintain positive and effective relationships with Farther advisors, custodians, and third-party vendors to ensure client satisfaction

Skills

Client service

Relationship management

Operational support

Communication skills

Team player

Attention to detail

Fast-paced environment

Education

Bachelor’s degree or equivalent experience

Job description

Farther is seeking a Client Experience Associate to be at the core of our client service and operations. You will support onboarding, ongoing client requests, and complex needs while collaborating with product and engineering to push the boundaries of wealth management.

You will act as a liaison between advisors and clients, manage daily tasks, and help execute follow-up items. The role emphasizes relationship management, accuracy, and a proactive service mindset in a fast-paced fintech wealth