Senior Client Experience Associate

<div class="content-intro"><section id="st-companyDescription" class="job-section"> <div class="wysiwyg"> <section id="st-companyDescription" class="job-section"> <div class="wysiwyg"> <h2 class="title">Company Description</h2> <p>Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.</p> <p>Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.&nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.</p> <p>Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.</p> </div> </section> </div> </section></div><h3>The Role&nbsp;</h3> <p>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'll support that exceptional client experience by flawlessly executing the financial operations required for advisor onboarding, client onboarding, ongoing requests, and any complex needs. 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.</p> <h3>Your Impact&nbsp;</h3> <ul> <li>Act as the key relationship manager for Farther advisors and clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels</li> <li>Assist clients with account opening, transfers, and other ongoing tasks – while also acting as a liaison with our custodians to confirm completion of requests&nbsp;</li> <li>Monitor client accounts and proactively address issues as they arise</li> <li>Identify opportunities to improve the client experience function and work with the Product and Engineering teams and other team members to implement changes</li> <li>Establish and maintain positive and effective relationships with Farther’s advisors, custodians, and third-party vendors to ensure client satisfaction</li> </ul> <h3>The Ideal Match&nbsp;</h3> <ul> <li>Bachelor’s degree or equivalent work experience, with at least 6 of those years of previous work experience in a client-facing role within