Client Experience Associate

u003ch3u003eThe Roleu003c/h3u003enu003cpu003eAs 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.u003c/pu003enu003ch3u003eYour Impactu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eAct as the key relationship manager for specific advisors and clientsu0026nbsp;u003c/liu003enu003cliu003eSupport advisors by performing and managing daily tasks for the business and existing clientsu0026nbsp;u003c/liu003enu003cliu003eHelp advisors execute operational follow-up action items for clientsu003c/liu003enu003cliu003eAct as a liaison with our custodians to process and confirm completion of requests (e.g., account opening, ACATs, transfers, account maintenance, etc.)u003c/liu003enu003cliu003eIdentify and escalate issues to the product team to guide our roadmap and improve the operations and client service functionu003c/liu003enu003cliu003eEstablish and maintain positive and effective relationships with Farther advisors, custodians, and third-party vendors to ensure client satisfactionu003c/liu003enu003c/ulu003enu003ch3u003eThe Ideal Matchu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eBachelor's degree or equivalent experienceu003c/liu003enu003cliu003eAt least 3+ years of previous work experience in a similar position within the financial services industryu003c/liu003enu003cliu003eStrong interest in client service, relationship management, and operational supportu0026nbsp;u003c/liu003enu003cliu003eTeam player with a positive attitude and a strong work ethicu003c/liu003enu003cliu003eHighly organized with exceptional attention to detail and strong communication skillsu0026nbsp;u003c/liu003enu003cliu003eComfortable working in a fast-paced environment and ability to handle multiple competing tasksu003c/liu003enu003c/ulu003enu003ch3u003eBonus Pointsu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eExperience with and knowledge of standard operational aspects of wealth management client service (e.g., onboarding, ACATs, distributions) with custodians such as Charles Schwab, Fidelity, and Pershingu003c/liu003enu003cliu003eComprehensive knowledge of the financial industryu0026nbsp;u003c/liu003enu003cliu003ePassion for creating increased efficiencies within current operational processes for the business and servicing clientsu003c/liu003enu003c/ulu003enu003ch3u003eWhy Join Usu003c/h3u003enu003culu003enu003cliu003eCompetitive comp package that rewards impactu003c/liu003enu003cliu003eWork alongside some of the brightest minds in fintechu003c/liu003enu003cliu003eGround-floor opportunity at a fast-scaling startupu003c/liu003enu003cliu003eChart your own growth path as we expandu003c/liu003enu003cliu003eFull health benefits + 401(k) matching u0026amp; Roth optionsu003c/liu003enu003cliu003eUnlimited PTOu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eReady to disrupt wealth management? Let's talk!u003c/strongu003eu003c/pu003e