Client Experience Associate Job at Farther
Company Description
*Applicants can apply to this position from anywhere in the continental U.S. We are 100% remote and deliver excellence across all U.S. time zones.*
Farther is a rapidly growing RIA built on a modern technology platform. Farther combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience. We're actively recruiting independent advisors as equity partners to join our growing firm.
Farther empowers advisors to deliver exceptional value to their clients – on their own terms. We're here to help established advisors scale, providing everything they need to succeed: from technology to client support, and from marketing to compliance, all on a multi-custodial platform. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to manage all of their assets integrated into a single platform.
Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders.
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.
Job Description
As a Client Experience Manager, 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.
Responsibilities
- 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
- Assist clients with account opening, transfers, and other ongoing tasks – while also acting as a liaison with our custodians to confirm completion of requests
- Monitor client accounts and proactively address issues as they arise
- 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 advisors, custodians, and third-party vendors to ensure client satisfaction
Qualifications
- Bachelor's degree with 3+ years of previous work experience in a client-facing role within the financial services industry
- Strong communication skills and the ability to build rapport with advisors and clients
- Experience with custodial and wealth management platforms and CRM systems
- Highly organized, with exceptional attention to detail
- Team player, with a positive attitude and a strong work ethic
- Comfortable working in a fast-paced environment and the ability to prioritize multiple competing tasks
Bonus Points
- Comprehensive knowledge of financial products, including separately managed accounts (SMAs) and alternative investments
- Passion for creating increased efficiencies within current operational processes for the business and servicing of clients
Additional information
All your information will be kept confidential, according to EEO guidelines.
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