Client Operations Associate - Remote

Overview

As a Client Operations Associate, you will be an essential team member supporting the operational efficiency of Farther's wealth management process, contributing to a seamless client experience.

In Short

• Execute day-to-day client support activities.
• Support and execute standard trades for client portfolios.
• Assist in the management and reconciliation of client account data.
• Build positive relationships with internal teams and custodians.
• Learn and effectively use proprietary portal and wealth management tools.
• Identify opportunities for process improvement.

Requirements

• Bachelor's degree with 2 years of experience in financial services operations.
• Strong attention to detail and accuracy.
• Excellent team player with a positive attitude.
• Good organizational and communication skills.
• Ability to work effectively in a fast-paced environment.
• Demonstrated interest in wealth management and operations.

Benefits

• Competitive compensation package.
• 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.