Client Experience Associate
movableink
Client Experience Associate
fartherfinance· Client Experience
About this role
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
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. 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.
The Role
As a 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.
Your Impact
- 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’s advisors, custodians, and third-party vendors to ensure client satisfaction
The Ideal Match
- Bachelor’s degree with 6+ 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
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
Frequently Asked Questions
Is the salary disclosed for the Client Experience Associate position at fartherfinance?
The salary for this Client Experience Associate role at fartherfinance is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Client Experience Associate position at fartherfinance located?
This Client Experience Associate role at fartherfinance is based in Hybrid - Dallas, TX. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Client Experience Associate at fartherfinance belong to?
This Client Experience Associate position is part of the Client Experience department at fartherfinance. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Experience Associate position at fartherfinance?
Click the "Apply Now" button on this page. You will be redirected to fartherfinance's official application portal hosted on greenhouse where you can submit your application directly.
When was the Client Experience Associate job at fartherfinance posted?
This Client Experience Associate position at fartherfinance was posted on Sep 15, 2026. Apply as soon as possible — early applications are often reviewed first.
Client Experience Associate
fartherfinance
You'll be redirected to fartherfinance's official application page on Greenhouse.