Senior Client Experience Associate at Farther

Irving, Texas, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Wealth Management, FintechIndustries

Requirements

Bachelor’s degree with at least 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

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’s advisors, custodians, and third-party vendors to ensure client satisfaction

Skills

Key technologies and capabilities for this role

Client OnboardingAdvisor SupportFinancial OperationsAccount TransfersCustodian LiaisonIssue MonitoringProcess ImprovementProduct CollaborationEngineering CollaborationClient Relationship Management

Questions & Answers

Common questions about this position

What experience is required for the Senior Client Experience Associate role?

A Bachelor’s degree with at least 6 years of previous work experience in a client-facing role within the financial services industry is required.

What key skills are needed for this position?

Strong communication skills to build rapport, experience with custodial and wealth management platforms and CRM systems, high organization with attention to detail, and the ability to thrive in a fast-paced environment are essential.

What is the company culture like at Farther?

Farther has a collaborative team of entrepreneurs passionate about helping clients and teammates achieve more, with a focus on breaking through walls to get things done in a fast-paced environment.

Is this role remote or office-based?

This information is not specified in the job description.

What is the salary or compensation for this position?

This information is not specified in the job description.

Farther

Personalized wealth management and financial advice

About Farther

Farther.com offers personalized wealth management services aimed at helping clients grow their wealth for future generations. The company uses advanced technology and data-driven strategies to provide tailored financial advice, ensuring that the interests of the clients and advisors are aligned for unbiased guidance. Their proprietary platform includes smart features that allow advisors to concentrate on client needs while offering access to a variety of public strategies and alternative investments to enhance investment potential. Farther.com employs a team of experts, including financial planners and estate attorneys, to deliver comprehensive financial support. Unlike many competitors, Farther.com emphasizes personalized service and proactive technology in its approach to wealth management, with the goal of providing clients with well-rounded financial advice.

New York City, New YorkHeadquarters

2019Year Founded

$114.8MTotal Funding

SERIES_CCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Flexible Work Hours

Risks

Rapid AUM growth may strain Farther's proprietary platform if not managed properly.

High valuation post-Series B raises pressure to meet investor expectations.

Reliance on technology exposes Farther to risks of obsolescence or failure.

Differentiation

Farther combines expert advisors with cutting-edge technology for a unique client experience.

The firm offers a proprietary platform with smart features for personalized financial advice.

Farther's integration with Wealth.com enhances estate planning for high-net-worth clients.

Upsides

Farther's AUM increased 4x year-over-year, showing strong market demand.

The $72 million Series C funding supports expansion of Farther's advisor network.

Partnerships with Wealth.com and YCharts enhance Farther's comprehensive service offerings.

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