What are the responsibilities and job description for the Client Operations Analyst position at Farther?
Job Description
Job Description
Company Description
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
Bonus Points
Why Join Us
