Senior Client Experience Associate

Cardata; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

Cardata is looking for a Senior Client Experience Associate in Dallas, Texas to enhance the wealth management experience for advisors and clients. You'll be responsible for onboarding, addressing inquiries, and ensuring satisfaction through effective communication and detailed account management.

The ideal candidate has a bachelor’s degree and at least 6 years in a client-facing financial services role. Strong communication and organizational skills are required. Join us to innovate in the wealth management industry!

Qualifications

• At least 6 years of experience in a client-facing role in financial services.
• Ability to build rapport with advisors and clients.
• Highly organized with exceptional attention to detail.

Responsibilities

• Manage relationships with advisors and clients.
• Assist clients with account opening and transfers.
• Monitor client accounts and proactively address issues.

Skills

Communication skills

Client relationship management

Organizational skills

Experience with CRM systems

Education

Bachelor’s degree

Tools

Wealth management platforms

Custodial systems

Job description

Company 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 Senior 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 at least 6 years of previous work experience in a client-facing role within the financial services industry, with a majority of that time spent working at an independent RIA
• 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