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Latest Customer Success jobs at Farther Finance

Farther Finance

Senior Client Experience Associate

Senior Client Experience Associate supporting advisors and clients with onboarding, account operations, and relationship management in a wealth management firm. Requires 6+ years client-facing financial services experience and a bachelor's degree.

Dallas, TXCustomer SuccessHybrid6+ YOECrm SystemsFinancial Products
Farther Finance

Senior Manager, Client Experience

Leads team delivering wealth management experiences, overseeing onboarding, operations, and complex client needs. Collaborates with Product/Engineering on improvements; requires 7+ years financial services experience and 3+ years people management.

Dallas, TXCustomer SuccessHybrid7+ YOESmasFintech Platforms