The Role

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 specific 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

The Ideal Match 

• Bachelor’s degree or equivalent experience
• At least 3+ years of previous work experience in a similar position within the financial services industry
• 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

Bonus Points 

• 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

Why Join Us

• 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

Ready to disrupt wealth management? Let's talk!

The Role 

As 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.

Your Impact 

• Act as the key relationship manager for Farther advisors and clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels
• Assist clients with account opening, transfers, and other ongoing tasks – while also acting as a liaison with our custodians to confirm completion of requests 
• Monitor client accounts and proactively address issues as they arise
• Identify opportunities to improve the client experience function and work with the Product and Engineering teams and other team members to implement changes
• Establish and maintain positive and effective relationships with Farther’s advisors, custodians, and third-party vendors to ensure client satisfaction

The Ideal Match 

• Bachelor’s degree or equivalent work experience, with at least 6 of those years of previous work experience in a client-facing role within the financial services industry, and with a majority of that time spent working at an independent RIA
• 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

Bonus Points 

• Comprehensive knowledge of financial products, including separately managed accounts (SMAs), and alternative investments
• Passion for creating increased efficiencies within current operational processes for the business and servicing of clients

The Role

Our advisors and client experience teams are growing fast — and they need sharp, proactive operational support so everyone can stay focused on what matters most: clients. That's where you come in.

As an Advisor Support Coordinator, you'll sit within the CX team and provide dedicated administrative support — either to a specific advisor or to a CX pod depending on where the need is greatest. Either way, you're not just scheduling meetings and processing expenses. You're the person who keeps things running smoothly, anticipates what's needed before anyone has to ask, and helps the people around you show up at their best.

Your Impact

• Own calendar and scheduling support for an advisor or CX pod — coordinating client, prospect, and internal meetings with precision and follow-through
• Handle inbound phone support in a professional, receptionist-style capacity — routing calls, distributing voicemails, and screening unwanted outreach
• Manage expense reimbursements and mileage tracking via Ramp, plus coordinate travel logistics
• Prep and maintain weekly reports, CRM updates, and physical meeting materials so everything's accurate and ready when needed
• Coordinate client appreciation gifts, event logistics, and compliance tracking with our marketing and compliance teams
• Be the connective tissue between advisors, CX team members, and internal partners — communicating clearly, moving fast, and staying organized across it all

The Ideal Match

• 2+ years of administrative, executive assistant, or coordination experience
• You're a natural with calendars, scheduling tools (Calendly, Google Cal, etc.), and keeping multiple moving pieces organized
• Clear, professional communicator — you know how to engage with different audiences and adapt your tone accordingly
• Proactive by nature — you spot what's needed before being asked and take initiative to get ahead of it
• Comfortable in a fast-moving, scrappy environment where you'll need to figure things out and make them work

Bonus Points

• Experience supporting a financial advisor, wealth management team, or similar client-services environment
• Familiarity with CRM tools and expense management platforms like Ramp
• You've worked in a role where no two days looked the same — and you loved it

Why Join Us 

• 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 IRA options
• Unlimited PTO
• Ready to disrupt wealth management? Let's talk!

Ready to disrupt wealth management? Let's talk!

The Role 

As a Senior Manager of Client Experience, you will lead a team responsible for delivering a world-class wealth management experience for Farther advisors and clients. You'll oversee the execution of financial operations required for advisor onboarding, client onboarding, ongoing requests, and any complex needs. You will collaborate closely with our Product and Engineering teams to continually push the boundaries of wealth management and develop your team members. As a people manager within 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.

Your Impact 

• Lead and develop a team of Client Experience Managers and Associates, providing coaching, mentorship, and performance management
• Establish service standards and operational procedures to ensure consistency and excellence across the client experience function
• Drive strategic initiatives to enhance client satisfaction and retention
• Oversee the resolution of complex client inquiries and escalated issues
• Partner with Product and Engineering teams to identify and implement process improvements and new client-facing solutions
• Build and maintain relationships with key stakeholders, including advisors, custodians, and third-party vendors
• Analyze client experience metrics and provide insights to senior leadership on trends and opportunities

The Ideal Match 

• Bachelor's degree with 7+ years of experience in client experience or operations within the financial services industry, including 3+ years of people management experience
• Strong leadership skills with a proven track record of developing high-performing teams
• Exceptional communication and relationship-building abilities
• Comprehensive understanding of wealth management operations and custodial platforms
• Experience implementing process improvements and operational efficiencies
• Strategic thinker with excellent problem-solving skills
• Ability to thrive in a fast-paced, high-growth environment

Bonus Points 

• Advanced knowledge of financial products, including separately managed accounts (SMAs) and alternative investments
• Experience working with high-net-worth clients
• Background in fintech or wealth management technology platforms
• Project management certification or experience

Why Join Us

• 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 IRA options
• Unlimited PTO