Client Experience Pro — Wealth Ops at a Fintech Startup

Farther

Dallas (TX)

On-site

USD 65,000 - 85,000

Full time

3 days ago

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Benefits offered by this job

Health benefits

401(k) matching & Roth options

Unlimited PTO

Job summary

Farther in Dallas seeks a Client Experience Associate to be at the heart of wealth management operations, supporting onboarding, ongoing client requests, and custodial interactions. You will collaborate with product and engineering to push the boundaries of wealth management, delivering a flawless client experience.

The role emphasizes advisor relationship management, daily task execution, and proactive problem-solving in a fast-paced fintech environment.

Qualifications

Bachelor’s degree or equivalent experience.
3+ years of experience in a similar role within financial services.
Strong interest in client service, relationship management, and operational support.
Highly organized with excellent attention to detail and strong communication skills.
Able to manage multiple tasks in a fast-paced environment.

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 items for clients.
Liaise with custodians to process and confirm completion of requests (e.g., account openings, ACATs, transfers, maintenance).
Identify and elevate issues to the product team to improve operations and client service.
Maintain positive relationships with Farther advisors, custodians, and third-party vendors to ensure client satisfaction.