Client Experience Associate
Farther Finance
Salary undisclosed
Need a reasonable accommodation to apply or interview? Contact us.
JobMinglr uses automated technology to recommend jobs based on profile information and job preferences. Match Score does not determine eligibility for a position, prevent a user from viewing or applying to a job, or make hiring decisions on behalf of an employer.
Description
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
Benefits
- 401(k)
- paid time off
About this role
Farther Finance is building a modern wealth management platform, and this role sits at the center of that operation—managing the day-to-day relationships and transactions that keep advisors and clients moving forward. As a Client Experience Associate, you'd handle account openings, transfers, custodian coordination, and ongoing client requests while monitoring for issues before they become problems. You'd also work directly with the Product and Engineering teams to spot inefficiencies and push for improvements to how the platform serves its users.
The position calls for someone with at least six years in a client-facing financial services role, strong organizational skills, and hands-on experience with wealth management platforms and CRM systems. You'd need to juggle multiple priorities in a fast-paced environment while maintaining accuracy and building genuine relationships with advisors, clients, and vendors. Knowledge of SMAs and alternative investments is a plus, but the core requirement is the ability to communicate clearly, stay detail-oriented, and thrive in a startup setting where your work directly influences how the business scales.
This is a hybrid role in Dallas for someone ready to move beyond transactional client service into a position where operational excellence and process improvement directly shape the company's trajectory. Farther offers competitive compensation, full benefits with 401(k) matching, and the kind of growth opportunity that comes with joining a well-funded fintech at an early stage.
Typical pay for this role
$60,000
Typical range: $40,000 to $120,000
This role's local market on JobMinglr
Pay for this role
The employer didn't post a pay range for this role. That usually means pay is set in negotiation, which favors whoever arrives with numbers. Check ranges on comparable Client Experience Associate postings in Dallas, and analyze any offer before you accept it.
Before you apply, worth reading
How JobMinglr reads this job
Every listing here is scored against your profile before you apply: skills overlap, experience level, location and work arrangement, each weighted and explained. You see the score and the reasons, not just a list. How the matching works.