Farther Finance
Senior Client Experience Associate
Hybrid - Dallas, TX · Senior
Sponsorship not specifiedDetected 24 days ago
CRMCommunicationOrganizational Skills
About the role
- As a Senior Client Experience Associate, you will play a key role in delivering a world-class wealth management experience for Farther 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 wealthtech industry.
Responsibilities
- 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
- Strong communication skills and the ability to build rapport with advisors and clients
- Chart your own growth path as we expand
Requirements
- Bachelor's degree with 6+ years of previous work experience in a client-facing role within the financial services industry
- Experience with custodial and wealth management platforms and CRM systems
- 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.
Benefits
- Full health benefits + 401(k) matching & Roth IRA options
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This listing is sourced directly from Farther Finance's careers page and normalized into a canonical job model.