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Senior Client Experience Associate

Farther

SeniorHybridHybrid - Dallas, TX

Ready to elevate the client experience in wealth management?

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About Farther

Farther is a rapidly growing RIA that combines expert advisors with technology for tailored wealth management.

What you'd do

Manage relationships with advisors and clients
Assist clients with account opening and transfers
Monitor client accounts and address issues
Identify opportunities to enhance client experience and collaborate on

What they're looking for

6+ years in a client-facing role in financial services
Strong communication and rapport-building skills
Experience with custodial platforms and CRM systems