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.
The Role
As a Client Operations Associate, you will be an essential team member supporting the operational efficiency of Farther's wealth management process. You will contribute to the seamless client experience by executing financial operations for client support, trading, and data management. You will help maintain and improve our operational processes while working closely with senior team members. You will collaborate with our client experience, product and engineering teams to support wealth management solutions. As a member of Farther's operations team, you will have the opportunity to learn and grow while making an impact on both the company and the wealth management industry.
Your Impact
- Client Support: Execute day-to-day client support activities including addressing routine client inquiries, account matters, and transaction-related questions under guidance from senior team members.
- Trade Execution: Support and execute standard trades for client portfolios following established procedures. Identify and report trade discrepancies to senior team members.
- Data Management: Assist in the management and reconciliation of client account data across custodians, platforms, and software systems. Help maintain data accuracy and completeness.
- Relationship Support: Build positive relationships with internal teams and custodians. Support client service delivery and escalate complex matters appropriately.
- Technology Utilization: Learn and effectively use our proprietary portal, custodian platforms, and wealth management tools. Document and report system issues or inefficiencies.
- Process Support: Identify opportunities for process improvement and support implementation of operational enhancements under guidance.
The Ideal Match
- Bachelor's degree with 2 years of experience in financial services operations
- Strong attention to detail and accuracy in work product
- Excellent team player with positive attitude and willingness to learn
- Good organizational and communication skills
- Ability to work effectively in a fast-paced environment
- Demonstrated interest in wealth management and operations
Bonus Points
- Experience with financial services software platforms, specifically with Black Diamond
- Basic understanding of wealth management operations
- Interest in process improvement and operational efficiency
- Experience in a client service role
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
What We Do
Farther is the first to offer both the guidance of an experienced advisor and an elegant, easy-to-use platform – for a truly comprehensive approach to managing significant wealth.
"We are building the future of our industry by marrying cutting-edge technology with human expertise and judgment, so they bring out the best in each other: dramatically improving the wealth management experience for both advisors and clients." - Farther Co-Founders, Brad Genser & Taylor Matthews
Why Work With Us
At Farther, we're reinventing wealth management by uniting cutting-edge technology with transparent financial advice. Our advisors are freed from product-pushing mandates to focus on what matters: building authentic client relationships. Join our team to work with industry veterans who share a vision of transforming finance through innovation and i
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