u003ch3u003eThe Roleu0026nbsp;u003c/h3u003enu003cpu003eAs a Senior Client Experience Associate, you will play a key role in delivering a world-class wealth management experience for Farther advisors and clients. You'll support that exceptional client experience by flawlessly executing the financial operations required for advisor onboarding, client 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 wealthtech industry.u003c/pu003enu003ch3u003eYour Impactu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eAct as the key relationship manager for Farther advisors and clients by providing timely and accurate responses to inquiries via email, phone, and other communication channelsu003c/liu003enu003cliu003eAssist clients with account opening, transfers, and other ongoing tasks - while also acting as a liaison with our custodians to confirm completion of requestsu0026nbsp;u003c/liu003enu003cliu003eMonitor client accounts and proactively address issues as they ariseu003c/liu003enu003cliu003eIdentify opportunities to improve the client experience function and work with the Product and Engineering teams and other team members to implement changesu003c/liu003enu003cliu003eEstablish and maintain positive and effective relationships with Farther's advisors, custodians, and third-party vendors to ensure client satisfactionu003c/liu003enu003c/ulu003enu003ch3u003eThe Ideal Matchu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eBachelor's degree with 6+ years of previous work experience in a client-facing role within the financial services industryu003c/liu003enu003cliu003eStrong communication skills and the ability to build rapport with advisors and clientsu003c/liu003enu003cliu003eExperience with custodial and wealth management platforms and CRM systemsu003c/liu003enu003cliu003eHighly organized, with exceptional attention to detailu0026nbsp;u003c/liu003enu003cliu003eTeam player, with a positive attitude and a strong work ethicu003c/liu003enu003cliu003eComfortable working in a fast-paced environment and the ability to prioritize multiple competing tasksu003c/liu003enu003c/ulu003enu003ch3u003eBonus Pointsu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eComprehensive knowledge of financial products, including separately managed accounts (SMAs), and alternative investmentsu003c/liu003enu003cliu003ePassion for creating increased efficiencies within current operational processes for the business and servicing of clientsu003c/liu003enu003c/ulu003enu003ch3u003eWhy Join Usu003c/h3u003enu003culu003enu003cliu003eCompetitive comp package that rewards impactu003c/liu003enu003cliu003eWork alongside some of the brightest minds in fintechu003c/liu003enu003cliu003eGround-floor opportunity at a fast-scaling startupu003c/liu003enu003cliu003eChart your own growth path as we expandu003c/liu003enu003cliu003eFull health benefits + 401(k) matching u0026amp; Roth IRA optionsu003c/liu003enu003cliu003eUnlimited PTOu003c/liu003enu003c/ulu003e