Client Service Analyst

Farther is the first digital family office. Only Farther pairs expert advisors with intelligent technology to deliver the modern wealth management experience that clients deserve and to empower advisors to provide better service to more clients. 

We’ve reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther.

Farther’s founders are leaders and innovators from the private wealth industry and possess a unique mix 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 and builders who are passionate about helping our 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 go farther with you.

As a Client Service Analyst, you are at the core of Farther’s operations, delivering a flawless wealth management experience for clients. You’ll support that flawless experience by executing the financial operations required for their complex needs. You’ll touch systems ranging from core trading to relationship management and everything in between, and in doing so, you’ll define, deliver, and improve our client delivery technology and processes. You will work closely with our product and engineering teams to continually push the boundaries of wealth management. As one of the pioneering members of Farther’s operations and client service team, this is an opportunity to have a huge impact not just on the company, but on the entire wealth industry. 

RESPONSIBILITIES

• Work with the Head of Client Service/Operations to perform and manage daily tasks for the business and existing clients
• Help Advisors execute operational follow-up action items for clients including, but not limited to, account transfers, retirement plan rollovers, and client account maintenance
• Act as a liaison with our custodian to confirm completion of requests (e.g., account opening, ACATs, transfers, etc.)
• Identify and escalate issues to the product team to guide our roadmap and improve the operations function
• Establish and maintain positive and effective relationships with Farther Advisors, custodians, and third-party vendors to ensure client satisfaction
• Manage general project work including executing client requests, creating analysis spreadsheets, and client account reconciliation

REQUIREMENTS & QUALIFICATIONS

• Bachelor’s degree with 1-3 years of previous work experience in a similar position or relevant field
• Strong interest in client service and operational support 
• Team player with a positive attitude and a strong work ethic
• Highly organized with exceptional attention to detail and excellent communication skills 
• Comfortable working in a fast-past environment and ability to handle multiple competing tasks

BONUS POINTS

• Experience with and knowledge of standard operational aspects of wealth management client service (e.g., onboarding, ACATs, distributions)
• Comprehensive knowledge of the financial industry
• Interested in or currently pursuing CFP certification 
• Passion for creating increased efficiencies within current operational processes for the business and servicing clients 

We're a distributed team and open to working with the best people no matter where in the States they live. 

All your information will be kept confidential according to EEO guidelines.