Client Experience Associate, Advisor Dedicated
Farther Finance- Location
- Hybrid
- Work mode
- Hybrid
- Type
- full time
- Listed
Applications go directly to Farther Finance. Ramai takes no fee for placement and no money for ranking.
[ About this role ]
The Client Experience Associate, Advisor Dedicated at Farther Finance is a hybrid role focused on providing dedicated support to a financial advisor. This position involves managing the full client service lifecycle, acting as the primary point of contact for daily client needs, and facilitating financial transactions while escalating complex issues.
Skills and focus areas
- client service
- communication
- professionalism
- judgment
- money movement
- distribution
- trading
- rebalancing
- custodian alerts
- problem resolution
Summary written by Ramai from the original posting. Full details and requirements are on Farther Finance’s careers page.
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