# Client Experience Associate

**Company:** [Farther Finance](https://hotfix.jobs/companies/farther-finance)
**Location:** Irving, TX
**Role:** Customer Support
**Experience:** 3+ years
**Skills:** Client Relationship Management, financial operations, wealth management, acats, account onboarding, custodian liaison, charles schwab, fidelity, pershing, operational support
**Posted:** 2026-08-01

> 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.

## Job Description

## 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

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