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Farther Finance is a rapidly growing registered investment advisor (RIA) combining expert wealth advisors with cutting-edge fintech technology. The company was founded by leaders and innovators from the private wealth industry with deep expertise in traditional wealth management, fintech, and technology production, backed by top-tier venture capital and fintech investors.
As a Client Experience Associate, you will be central to Farther's client service and operations, ensuring a seamless wealth management experience for both advisors and clients. You'll execute the financial operations required for client onboarding, ongoing service requests, and complex needs while collaborating closely with product and engineering teams to advance wealth management capabilities.
Key responsibilities include:
- Serving as the primary relationship manager for assigned advisors and their clients
- Supporting advisors with daily operational tasks and client service execution
- Managing operational follow-up action items and ensuring timely completion
- Acting as liaison with custodians (Charles Schwab, Fidelity, Pershing, etc.) to process and confirm account openings, ACATs, transfers, and account maintenance requests
- Identifying operational bottlenecks and escalating issues to the product team to inform roadmap development
- Building and maintaining strong relationships with advisors, custodians, and third-party vendors to drive client satisfaction
You should have a bachelor's degree and at least 3+ years of experience in a similar financial services operations or client service role. The ideal candidate is highly organized with exceptional attention to detail, strong communication skills, and the ability to thrive in a fast-paced environment managing multiple competing priorities. Experience with wealth management operational processes (onboarding, ACATs, distributions) and knowledge of major custodian platforms is highly valued. A passion for creating operational efficiencies and improving client service processes is a strong plus.
Farther offers a competitive compensation package, work alongside fintech talent, ground-floor opportunity at a fast-scaling startup, clear growth trajectory, full health benefits with 401(k) matching and Roth options, and unlimited PTO.
