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Client Experience Associate
Client Experience Associate
FartherAbout the role
Farther is seeking a Client Experience Associate to deliver a flawless wealth management experience for advisors and clients. This role is central to client service and operations, involving the execution of financial operations for onboarding and ongoing requests. The Associate will act as a key relationship manager, support advisors with daily tasks, and liaise with custodians to process requests. This is an opportunity to significantly impact the company and the wealth industry by working closely with product and engineering teams to push the boundaries of wealth management.
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