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Farther FinanceFarther FinanceIrving, TX

Client Experience Associate

Supports advisors and clients by managing daily financial operations, processing requests like account openings and transfers, and acting as liaison with custodians. Requires 3+ years in financial services, bachelor's degree, and strong organizational skills.

Salary not listed
On-site3+ YOECustomer Support

About the role

Responsibilities

  • Act as the key relationship manager for specific advisors and clients
  • Support advisors by performing and managing daily tasks for the business and existing clients
  • Help advisors execute operational follow-up action items for clients
  • Act as a liaison with custodians to process and confirm completion of requests (e.g., account opening, ACATs, transfers, account maintenance)
  • Identify and escalate issues to the product team to guide roadmap and improve operations and client service
  • Establish and maintain positive relationships with advisors, custodians, and third-party vendors to ensure client satisfaction

Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years of previous work experience in a similar position within the financial services industry
  • Strong interest in client service, relationship management, and operational support
  • Team player with positive attitude and strong work ethic
  • Highly organized with exceptional attention to detail and strong communication skills
  • Comfortable in fast-paced environment and handling multiple competing tasks

Nice-to-Haves

  • Experience with wealth management operations (e.g., onboarding, ACATs, distributions) with custodians like Charles Schwab, Fidelity, Pershing
  • Comprehensive knowledge of the financial industry
  • Passion for creating operational efficiencies

Skills

Client Relationship Managementfinancial operationswealth managementacatsaccount onboardingcustodian liaisoncharles schwabfidelitypershingoperational support
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