Client Experience Associate, Advisor Growth

Summary:

Are you a natural people connector with a passion for fostering positive relationships and exceptional user experiences? Join Farther's Clients Concierge team, where you'll play a pivotal role in helping individuals connect with financial advisors nationwide. As a Client Experience Specialist, you will be at the forefront of our business: facilitating communication and scheduling meetings between potential clients and Farther's wealth advisors. Your ability to efficiently connect people with advisors will be vital to our success.

Farther is the nation’s leading technology-centric wealth management firm, boasting over $3 billion of assets under management (AUM). Our firm is experiencing rapid expansion and was recently honored to be included in the 2024 Fintech Innovation 50 — an annual list launched by GGV Capital U.S., in partnership with Crunchbase. This recognition underscores our commitment to innovation and excellence, making Farther an exciting place to build your career in the dynamic world of fintech. Join us as we continue to redefine the future of wealth management.

Job Responsibilities:

• Interact with consumers via phone (inbound and outbound), email, SMS text, and live chat.
• Guide clients through the process of meeting with financial advisors over the phone.
• Proactively call users expressing interest in speaking with financial advisors to schedule meetings.
• Manage all meeting logistics.
• Utilize people skills and scripted talking points to deliver personalized service.
• Communicate challenges to the team and help improve processes.
• Record all customer interactions and outcomes in our internal CRM.
• Meet personal/team qualitative and quantitative targets.
• Drive innovation by providing thoughtful feedback.

Requirements:

• Strong communication skills and a pleasant phone presence
• 2+ years of financial services phone sales experience
• Organized, detail-oriented, and excellent time-management skills
• Ability to learn and quickly adapt based on user and business needs
• Willingness to work independently with minimal supervision
• Comfortable working in a fast-paced, high-growth startup environment
• Familiarity with using CRM systems

Benefits:

• Competitive salary and benefits package
• Opportunity to work with a talented team of professionals
• Drive the success of a venture-backed, rapidly growing firm
• Vast career growth opportunities aligned with Farther’s expanding needs