Client Experience Associate
- Location
- Dallas, TX · Hybrid
- Job type
- Full-time
- Level
- Mid-level
- Experience
- 6+ years
- Education
- Bachelor's degree
- Listed
- 30 days ago
Skills & highlights for this role
- client account management
- custodial platform operations
- CRM systems
Also useful
- separately managed accounts
- alternative investments
Stated benefits & perks
- Health
- 401k match
- Unlimited pto
The Role
As a 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 with 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
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
Company Description
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.
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
From Farther's careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Client Experience Associate role at Farther, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
See how you fit
Openings from employer career sites are ranked against your whole resume—and searchable inside Claude, ChatGPT, and Cursor via Rolev.ai MCP.
Tailor without inventing
Every change to your resume is checked against your original. New experience goes in only with your yes—zero fabricated claims.
Draft the full kit
Tailored and Full Match resumes, role-specific cover letters, and answers to employer screening questions are prepared in seconds.
1-Click Extension Autofill
The Chrome extension fills the employer's Greenhouse, Workday, Lever, or Ashby form in 1 click. You review it and press Submit.
Similar roles
- Client Experience Representative - DayshiftVeritas Veterinary Partners · Eatontown, NJ
- Client Operations Associate - RemoteRiver · Remote -
- Senior Client AssociateSavvy · Remote -
- Client Relations SpecialistAspca · NY - 92nd Street, NY
- Client Relationship AnalystMs · Grand Forks, ND
- Tax Client Service RepresentativeAllworth Financial · Vancouver, WA
Common questions
Where is the Client Experience Associate job at Farther located?
This Client Experience Associate position at Farther is located in Dallas, TX (Hybrid). Always check Farther's application page for specific state eligibility or relocation policies.
What qualifications are required for Client Experience Associate at Farther?
For the Client Experience Associate role, Farther highlights 6+ years of relevant experience; a bachelor's degree; experience with client account management, custodial platform operations, CRM systems. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Client Experience Associate position at Farther?
This listing links directly to Farther's Greenhouse application page. You can apply directly on Farther's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Greenhouse application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.