What are the responsibilities and job description for the Client Operations Analyst position at Farther?
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 Analyst, you will be an essential team member supporting the operational efficiency of Farther's wealth management processes. You will contribute to the seamless client experience by owning responsibilities relating to custodial operations and data management. You will help maintain and improve our operational processes with a future-focussed mindset, while working closely with senior team members. You will collaborate with our client experience, product, and engineering teams to support robust 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
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 Analyst, you will be an essential team member supporting the operational efficiency of Farther's wealth management processes. You will contribute to the seamless client experience by owning responsibilities relating to custodial operations and data management. You will help maintain and improve our operational processes with a future-focussed mindset, while working closely with senior team members. You will collaborate with our client experience, product, and engineering teams to support robust 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
- Custodian Operations: Be the primary point of contact for custodian access, provisioning, and related setups. Research non-typical custodian matters & topics with an emphasis on identifying solutions. Become a respected SME for custodial operations, and identify enhancements in how we work with our custodians.
- 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.
- Bachelor's degree with 2 years of experience in financial services operations
- Strong attention to detail and accuracy in work product
- Excellent team player with positive attitude and willingness to learn
- Good organizational and communication skills
- Ability to work effectively in a fast-paced environment
- Demonstrated interest in wealth management and operations
- Experience with financial services software and custodian platforms, specifically Black Diamond, Charles Schwab, Fidelity, Apex, or Pershing
- Basic understanding of wealth management operations
- Interest in process improvement and operational efficiency
- Experience in an advisor support or internal RIA operations role
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits 401(k) matching & Roth IRA options
- Unlimited PTO
