# Client Experience Associate, Advisor Dedicated at Farther

- Company: Farther
- What the company does: Farther is Intelligent Wealth Management, natively built to unlock greater wealth throughout your financial life. Backed by Bessemer, Lightspeed and General Atlantic.
- Company website: https://www.farther.com/
- Type: Startups
- Level: Associate
- Location: Hybrid - Irving, TX
- Work setup: Hybrid
- Posted: 2026-08-13
- Apply by: 2026-10-08
- Apply: https://job-boards.greenhouse.io/fartherfinance/jobs/4720474005
- Page: https://www.1752.vc/careers/jobs/farther-client-experience-associate-advisor-dedicated/

## About the role

This is a high-trust, high-autonomy role built to give one of our advisors a true right hand. You'll serve as the dedicated point of continuity for a thriving, boutique advisory practice — owning the full client service lifecycle (everything except the client meetings themselves) so the advisor can stay focused on planning and relationships instead of day-to-day execution.

## What they're looking for

- Serve as the primary point of contact for day-to-day client needs — monitoring the advisor's email and voicemail daily and responding with professionalism, clarity, and calm judgment
- Facilitate money movement, distributions, trades, and rebalancing actions, escalating when tax or planning judgment is required
- Proactively monitor custodian alerts and action-needed items (including NIGOs and money movement issues) and drive them to resolution
- Own meeting prep and follow-up — maintaining meeting planners as living documents and making sure nothing falls through the cracks
- Coordinate paperwork and workflows across custodian platforms, DocuSign, or paper processes, based on what each client prefers
- Ensure Required Minimum Distributions and other deadline-driven items are completed well ahead of schedule

Tags: Client Experience