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.
About the job
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
Skills
Crm Systems, Wealth Management Platforms, Custodial Platforms, Financial Products, Separately Managed Accounts, Alternative Investments
Similar jobs
Customer Success jobs
Stripe
New York, NYManages enterprise customer relationships post-sale, driving adoption, retention, renewals, growth, and satisfaction. The role requires 6+ years of client-facing enterprise relationship management experience, strong technical and executive communication skills, and payments or fintech knowledge as a plus.
ZoomInfo
Bethesda, MDSenior customer success professional managing strategic SaaS accounts, driving adoption, retention, renewals, and business value through data-driven account planning and executive engagement. Requires 8+ years of relevant experience and strong analytical, consultative, and communication skills.
Anthropic
San Francisco, CAManage strategic life sciences accounts and scalable customer programs that drive adoption, optimization, and safe deployment of Anthropic’s AI products. The role requires 6+ years in customer success, technical account management, or solutions engineering, plus life sciences research experience and technical fluency.
Motive
United States
Leads a team of Strategic Customer Success Managers serving complex enterprise accounts, owning retention, expansion, customer outcomes, and team development. Requires 5+ years leading B2B SaaS Customer Success teams and strong executive relationship, analytics, and change-management skills.
Grow Therapy
United States
Leads Training, Content, and Quality teams while building scalable onboarding, knowledge-management, and support-enablement systems. Requires 8+ years in support or operations, multi-team management experience, and expertise with LMS, CMS, quality tools, and AI-enabled improvement.