Farther is seeking a Senior Client Experience Associate to deliver a world-class wealth management experience for advisors and clients. The role involves managing advisor and client relationships, assisting with account operations, monitoring client accounts, and identifying opportunities to improve the client experience. The ideal candidate has a bachelor’s degree and 6+ years of client-facing experience in financial services, preferably within an independent RIA.
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Intelligent Wealth Management51-200
Farther is the Intelligent Wealth Platform, natively built to drive greater wealth for clients throughout their financial lives.