Senior Client Experience Associate
FartherIrving, Texas, United States
Posted September 10, 2025
Full Time
About the Company
Farther is a leading technology-centric wealth management firm empowering expert advisors with cutting-edge solutions to deliver an efficient, comprehensive, and elite client experience. Managing over $5 billion in assets across 100+ wealth managers and 5,000 clients, Farther specializes in finance, investments, cash management, personal finance, wealth management, and financial planning. Its focus on innovative technology and personalized service sets it apart as the fastest-growing RIA in the country.
Job Description
Farther is a rapidly growing RIA delivering a tailored wealth management experience. This Senior Client Experience Associate role involves providing exceptional client support through account operations, communication, and relationship management, playing a key role in the company's growth and impact on the wealthtech industry. The ideal candidate will be organized, detail-oriented, and enjoy a fast-paced environment.
Requirements
- Bachelor’s degree with at least 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
