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Senior Client Experience Associate

Farther

SeniorHybridHybrid - Dallas, TX

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About Farther

Farther combines expert advisors with tech for tailored wealth management.

What you'd do

Act as the key relationship manager
Assist with account openings and transfers
Monitor client accounts and address issues
Identify opportunities to improve client care

What they're looking for

6+ years in client-facing financial role
Strong communication skills
Experience with CRM and custodial platforms
Highly organized with attention to detail