Farther Finance
Client Experience Associate
Irving, TX
Sponsorship not specifiedDetected 23 days ago
CommunicationOrganizational Skills
About the role
- As a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and clients.
- 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 wealth industry.
Responsibilities
- Support advisors by performing and managing daily tasks for the business and existing clients
- Establish and maintain positive and effective relationships with Farther advisors, custodians, and third-party vendors to ensure client satisfaction
- Strong interest in client service, relationship management, and operational support
- Chart your own growth path as we expand
Requirements
- Bachelor's degree or equivalent experience
- Experience with and knowledge of standard operational aspects of wealth management client service (e.g., onboarding, ACATs, distributions) with custodians such as Charles Schwab, Fidelity, and Pershing
- You'll support that seamless experience by executing the financial operations required for onboarding, ongoing requests, and any complex needs.
Benefits
- Full health benefits + 401(k) matching & Roth options
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This listing is sourced directly from Farther Finance's careers page and normalized into a canonical job model.