Client Operations Associate - Remote

Overview

The Client Operations Associate at Farther will play a crucial role in delivering a comprehensive wealth management experience by combining expert advisory services with cutting-edge technology.

In Short

• Join a rapidly growing RIA focused on wealth management.
• Collaborate with a team of expert advisors and innovative technology.
• Contribute to building the future of wealth management.
• Work in a hybrid or remote setting.
• Engage with clients to provide tailored wealth management solutions.
• Be part of a collaborative team environment.
• Utilize fintech tools to enhance client experiences.
• Drive results and help clients achieve their financial goals.
• Participate in a culture of innovation and entrepreneurship.
• Support the company's growth and vision.

Requirements

• Strong communication and interpersonal skills.
• Experience in client operations or customer service.
• Understanding of wealth management and financial services.
• Ability to work collaboratively in a team setting.
• Proficiency in using technology and fintech tools.
• Problem-solving mindset and results-oriented approach.
• Passion for helping clients achieve their financial objectives.
• Ability to adapt to a rapidly changing environment.
• Strong organizational skills and attention to detail.
• Entrepreneurial spirit and willingness to take initiative.

Benefits

• Opportunity to work with top-tier venture capital firms.
• Engage in a culture of innovation and collaboration.
• Be part of a team that is passionate about client success.
• Access to cutting-edge technology and resources.
• Flexible work arrangements including hybrid and remote options.
• Professional development opportunities.
• Competitive compensation and benefits package.
• Supportive work environment that values your contributions.
• Potential for career advancement within a growing company.
• Participate in shaping the future of wealth management.