Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
As a Client Experience Associate, you are at the core of Farther’s client service and operations, delivering a flawless wealth management experience for advisors and clients. You’ll support that seamless experience by executing the financial operations required for onboarding, ongoing requests, and any complex needs. You will work closely with our product and engineering teams to continually push the boundaries of wealth management. As a member of Farther’s client experience team, this is an opportunity to have a huge impact not just on the company, but on the entire wealth industry.
Your Impact- Act as the key relationship manager for 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 our custodians to process and confirm completion of requests (e.g., account opening, ACATs, transfers, account maintenance, etc.)
- Identify and escalate issues to the product team to guide our roadmap and improve the operations and client service function
- Establish and maintain positive and effective relationships with Farther advisors, custodians, and third-party vendors to ensure client satisfaction
- Bachelor’s degree or equivalent experience
- 2+ years of previous work experience in a similar position
- Strong interest in client service, relationship management, and operational support
- Team player with a positive attitude and a strong work ethic
- Highly organized with exceptional attention to detail and strong communication skills
- Comfortable working in a fast-paced environment and ability to handle multiple competing tasks
- Experience with and knowledge of standard operational aspects of wealth management client service (e.g., onboarding, ACATs, distributions) with custodians such as Charles Schwab, Fidelity, and Pershing
- Comprehensive knowledge of the financial industry
- Passion for creating increased efficiencies within current operational processes for the business and servicing clients
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth options
- Unlimited PTO
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What We Do
Farther is the intelligent wealth management firm that's redefining the industry by combining proprietary technology with expert financial advisor guidance. We're building a generational financial institution that empowers advisors to focus on what matters most - they're clients and growing their business - while our all-in-one platform handles the back-office complexity.
Our comprehensive wealth management platform offers clients a unified view of their entire financial lives through a single login, while advisors gain access to advanced tools for building personalized, tax-optimized portfolios. We provide access to extensive public strategies and alternative investments, plus our own Farther Asset Management products alongside offerings from BlackRock, Vanguard, and Fidelity.
Named the #1 fastest-growing financial services firm in America by Inc. Magazine with 11,968% revenue growth over three years, we've achieved over $13 billion in recruited assets and are backed by $118M in funding, including a Series C led by CapitalG (Google's growth fund). With 400+ employees across offices in New York, Dallas, and San Francisco, we're scaling rapidly while maintaining our commitment to innovation and excellence.
Why Work With Us
We're building a generational financial institution and a mission-driven team through our CARE values: Communication, Action, Respect, and Excellence. Named to Inc. Best Workplaces two years running, we offer comprehensive benefits like $0 health coverage, immediate 3% 401(k), unlimited PTO, and quarterly recognition programs.
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