Senior Client Experience Associate

The role

You will deliver a wealth management experience by executing financial operations for advisor and client onboarding and ongoing requests. You will also work with Product and Engineering teams to improve the client experience function.

What you will do

• Act as the key relationship manager for Farther advisors and clients via email, phone, and other channels
• Assist clients with account opening, transfers, and other ongoing tasks
• Act as a liaison with custodians to confirm completion of requests
• Monitor client accounts and proactively address issues
• Identify opportunities to improve the client experience function
• Work with Product and Engineering teams to implement changes
• Establish and maintain relationships with advisors, custodians, and third-party vendors

Required qualifications

• Bachelor’s degree
• 6+ years of previous work experience in a client-facing role within the financial services industry
• Strong communication skills
• Ability to build rapport with advisors and clients
• Experience with custodial and wealth management platforms and CRM systems
• Highly organized
• Exceptional attention to detail
• Team player
• Positive attitude
• Strong work ethic
• Comfortable working in a fast-paced environment
• Ability to prioritize multiple competing tasks

Nice to have

• 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

Benefits

• Competitive comp package that rewards impact
• Full health benefits
• 401(k) matching
• Roth IRA options
• Unlimited PTO

About the company

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology. The founders are leaders and innovators from the private wealth industry.