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Farther is a rapidly growing RIA (Registered Investment Advisor) combining expert advisors with cutting-edge technology to deliver comprehensive, tailored wealth management. The company was founded by leaders and innovators from the private wealth industry with expertise in traditional wealth management, fintech, and technology production, and is backed by top-tier venture capital and fintech investors.
As a Client Experience Associate, you will be a key relationship manager delivering world-class wealth management support for Farther advisors and clients. You'll execute financial operations flawlessly across advisor onboarding, client onboarding, ongoing requests, and complex needs. Working closely with Product and Engineering teams, you'll have significant impact on both the company and the broader wealthtech industry.
Key responsibilities include:
- Serve as the primary relationship manager for advisors and clients, providing timely and accurate responses via email, phone, and other channels
- Assist with account opening, transfers, and ongoing tasks while liaising with custodians to confirm request completion
- Monitor client accounts proactively and address issues as they arise
- Identify opportunities to improve the client experience function and collaborate with Product, Engineering, and team members to implement improvements
- Build and maintain positive, effective relationships with advisors, custodians, and third-party vendors to ensure client satisfaction
Requirements:
- Bachelor's degree with 6+ years of previous work experience in a client-facing role within the financial services industry
- Strong communication skills and 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 positive attitude and strong work ethic
- Comfortable in fast-paced environments with ability to prioritize multiple competing tasks
Bonus qualifications:
- Comprehensive knowledge of financial products, including separately managed accounts (SMAs) and alternative investments
- Passion for creating operational efficiencies in business processes and client servicing
