Senior Client Experience Lead, Wealthtech Onboarding

Farther; Irving (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Job summary

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive wealth management experience. As a Senior Client Experience Associate, you will support advisor onboarding, client onboarding, and ongoing requests, collaborating with Product and Engineering to push the boundaries of wealthtech.

You will manage advisor and client relationships, handle account openings and transfers, monitor accounts, and liaise with custodians to ensure timely

Qualifications

• Bachelor’s degree with 6+ years 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.

Responsibilities

• Act as the key relationship manager for Farther advisors and clients via email, phone, and other channels.
• Assist clients with account openings, transfers, and ongoing requests; liaise with custodians.
• Monitor client accounts and proactively address issues.
• Identify opportunities to improve the client experience and coordinate with Product and Engineering teams.
• Establish and maintain positive relationships with Farther’s advisors, custodians, and third-party vendors.

Skills

Client relations

Communication

CRM systems

Attention to detail

Team player

Financial services

Education

Bachelor's degree

Tools

CRM software

Custodial platforms

Wealth management platforms

Job description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive wealth management experience. As a Senior Client Experience Associate, you will support advisor onboarding, client onboarding, and ongoing requests, collaborating with Product and Engineering to push the boundaries of wealthtech.

You will manage advisor and client relationships, handle account openings and transfers, monitor accounts, and liaise with custodians to ensure timely