Financial Services, Fintech, Wealth Management

Client Experience Associate

Dallas, TXHybridFull TimePosted 1 month agoVisa sponsorship available

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Required skills

client-facing
financial services industry
communication skills
custodial platforms
wealth management platforms
CRM systems
highly organized
team player
positive attitude
prioritize multiple competing tasks

Nice to have

financial products
separately managed accounts
alternative investments
operational processes
servicing of clients

Role summary

The Client Experience Associate will deliver a world-class wealth management experience for advisors and clients by flawlessly executing financial operations. This role involves supporting advisor and client onboarding, handling ongoing requests, and addressing complex needs. The associate will act as a key relationship manager, assisting with account management and serving as a liaison with custodians. They will also identify and implement improvements to the client experience function, collaborating with Product and Engineering teams. The ideal candidate has a Bachelor's degree, 6+ years of client-facing experience in financial services, strong communication skills, and familiarity with custodial and wealth management platforms and CRM systems.

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 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 6+ years of previous work experience 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

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

Why Join Us

Competitive comp package that rewards impact

Work alongside some of the brightest minds in fintech

Ground-floor opportunity at a fast-scaling startup

Chart your own growth path as we expand

Full health benefits + 401(k) matching & Roth IRA options

Unlimited PTO

Ready to apply?

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