Senior Client Experience Associate

Farther Finance

TX, United States
On-site
Financial services client-facing role
Ria experience
Custodial and wealth management platforms
Farther Finance is seeking a Senior Client Experience Associate to enhance their wealth management services through exceptional client support and operational execution. The ideal candidate should have at least six years of experience in a client-facing role within financial services, specifically at an independent RIA, and possess strong communication and organizational skills

Job Summary

  • 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 support that exceptional client experience by flawlessly executing the financial operations required for advisor onboarding, client onboarding, ongoing requests, and any complex needs.
  • 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.

Matching Summary

Match Score: 85

Farther Finance is seeking a Senior Client Experience Associate to enhance their wealth management services through exceptional client support and operational execution. The ideal candidate should have at least six years of experience in a client-facing role within financial services, specifically at an independent RIA, and possess strong communication and organizational skills.

Skills & Requirements

Must-have

  • Financial services client-facing role
  • RIA experience
  • Custodial and wealth management platforms
  • CRM systems experience
  • Timely and accurate inquiry responses

Nice-to-have

  • Passion for process efficiencies
  • Collaborative team player
  • Positive attitude
  • Strong work ethic

Key Requirements

  • 6+ years of previous work experience
  • Bachelor's degree or equivalent work experience
  • Financial services industry experience
  • Independent RIA experience

Work Rights

Not specified

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