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</h3> <p>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’ll support that seamless experience by executing the financial operations required for 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 wealth industry.</p> <h3>Your Impact&nbsp;</h3> <ul> <li>Act as the key relationship manager for specific advisors and clients&nbsp;</li> <li>Support advisors by performing and managing daily tasks for the business and existing clients&nbsp;</li> <li>Help advisors execute operational follow-up action items for clients</li> <li>Act as a liaison with our custodians to process and confirm completion of requests (e.g., account opening, ACATs, transfers, account maintenance, etc.)</li> <li>Identify and escalate issues to the product team to guide our roadmap and improve the operations and client service function</li> <li>Establish and maintain positive and effective relationships with Farther 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 experience</li> <li>At least 3+ years of previous work experience in a similar position within the financial services industry</li> <li>Strong interest in cli