---
title: 'Client Experience Associate at Farther'
canonical: 'https://feeny.ai/job/client-experience-associate-farther-dallas-60cy5q5g7cp0'
type: 'job'
last_seen: '2026-10-16'
---

# Client Experience Associate at Farther

- **Company:** Farther
- **Location:** Dallas, TX
- **Work type:** hybrid
- **Posted:** 2026-09-15
- **Last confirmed live:** 2026-10-16
- **Apply:** https://job-boards.greenhouse.io/fartherfinance/jobs/4734151005

## Job description

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 Experience Associate, you will play a key role in delivering a world-class wealth management experience for Farther advisors and clients. You'll support that exceptional client experience by flawlessly executing the financial operations required for advisor onboarding, client onboarding, ongoing requests, and any complex needs. You will work closely with our Product and Engineering teams to continually push the boundaries of wealth management. As a member of Farther's client experience team, this is an opportunity to have a huge impact – not just on the company, but on the entire wealthtech industry.

## Your Impact

- Act as the key relationship manager for Farther advisors and clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels
- Assist clients with account opening, transfers, and other ongoing tasks – while also acting as a liaison with our custodians to confirm completion of requests
- Monitor client accounts and proactively address issues as they arise
- Identify opportunities to improve the client experience function and work with the Product and Engineering teams and other team members to implement changes
- Establish and maintain positive and effective relationships with Farther’s advisors, custodians, and third-party vendors to ensure client satisfaction

The Ideal Match

- Bachelor’s degree with 6+ years of previous work experience in a client-facing role within the financial services industry
- Strong communication skills and the ability to build rapport with advisors and clients
- Experience with custodial and wealth management platforms and CRM systems
- Highly organized, with exceptional attention to detail
- Team player, with a positive attitude and a strong work ethic
- Comfortable working in a fast-paced environment and the ability to prioritize multiple competing tasks

Bonus Points

- Comprehensive knowledge of financial products, including separately managed accounts (SMAs), and alternative investments
- Passion for creating increased efficiencies within current operational processes for the business and servicing of clients

## Why Join Us

- 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

## About Farther

## Company Overview
- **One-liner**: Farther is an intelligent wealth management platform that combines proprietary technology with expert financial advisor guidance to unlock greater wealth for clients.
- **Entity Type**: Private (Series C, $118M total funding)
- **Headquarters**: New York, New York, United States
- **Founded**: 2019
- **Founders**: Brad Genser (Co-Founder & CTO), Taylor Matthews (Co-Founder & CEO)

## Core Business
- **Primary industry**: Wealth Management / Financial Services
- **Target customers**: High-net-worth individuals (B2C) and financial advisors (B2B); serves both clients directly and partners with wealth managers.
- **Mission or purpose**: To build the future of wealth management by marrying cutting-edge technology with human expertise, delivering a seamless, tax-intelligent, and personalized wealth experience.

## Products & Services
- **Intelligent Wealth Platform**: A proprietary, all-in-one wealth management platform that provides tax-intelligent solutions, access to private markets, portfolio customization, cash management, centralized document hub, and streamlined collaboration between clients, advisors, CPAs, and attorneys. (SaaS / Platform)
- **Farther Asset Management**: In-house investment products and managed portfolios, alongside offerings from BlackRock, Vanguard, and Fidelity.
- **Wealth Advisory Services**: Personalized financial planning and investment management delivered by experienced advisors powered by the platform.

## Market Standing
- **Valuation**: Not publicly disclosed
- **Key Metric**: $23B in recruited assets (as of May 2026, proprietary data) [farther.com](https://www.farther.com/); annual revenue of $13.1M (LinkedIn estimate) [linkedin.com](https://www.linkedin.com/company/fartherfinance)
- **Total Funding**: $118M across multiple rounds, including a $72M Series C led by Viewpoint Ventures and CapitalG (Google’s growth fund) in October 2024 [linkedin.com](https://www.linkedin.com/company/fartherfinance)
- **Notable Investors/Partners**: Lightspeed Venture Partners, Viewpoint Ventures, CapitalG
- **Growth Signals**: Named #1 fastest-growing financial services firm in the US by Inc. 5000 (2025) with 11,968% revenue growth over three years; 358 employees (+65.1% YoY); over 200 wealth managers and 19,000+ clients; acquired SignalPoint Asset Management in January 2025; opened offices in San Francisco, Dallas, and Irving [farther.com](https://www.farther.com/) | [linkedin.com](https://www.linkedin.com/company/fartherfinance) | [builtin.com](https://builtin.com/company/farther)

## Competitive Advantages
- **Proprietary technology**: A custom-built Intelligent Wealth Platform that eliminates the pain points of legacy systems — offering tax optimization, automated data reconciliation, and execution intelligence.
- **Advisor-centric model**: Frees advisors from administrative burdens (90% of advisor time spent on client wealth-building, not admin) to focus on strategic guidance, leading to 3x organic advisor growth vs. industry average [farther.com](https://www.farther.com/).
- **Tax-intelligent investing**: Built-in tax optimization that aims to improve after-tax returns by ~1-3%.
- **Access to private markets**: Curated alternative investments typically unavailable to individual investors.

## Strategic Focus
- **Scaling the advisor network**: Actively recruiting wealth advisors and expanding remote/hybrid teams across the US.
- **Technology leadership**: Continuing to invest in AI-native data platform, mobile engineering, and product design to enhance the platform’s intelligence and user experience.
- **Product expansion**: Growing Farther Asset Management and adding new investment products, including quantitative portfolio management.
- **M&A**: Pursuing strategic acquisitions (e.g., SignalPoint Asset Management) to accelerate growth and capabilities.

## Why Work Here
- **Culture**: Collaborative, innovation-driven environment with a focus on raising the bar in client experience. Values include collaboration, innovation, and integrity [farther.com](https://www.farther.com/about-us).
- **Work model**: Hybrid and remote options available depending on role. Offices in New York (HQ), San Francisco, Dallas, and Irving, Texas. Flexible on-site expectations [builtin.com](https://builtin.com/company/farther).
- **Growth and impact**: Rapidly scaling company (#1 fastest-growing financial services firm) offering significant career advancement opportunities. 43 open positions as of mid-2026 across engineering, design, wealth management, marketing, compliance, and more [greenhouse.io](https://boards.greenhouse.io/fartherfinance).
- **Engineering culture**: Strong emphasis on proprietary technology; product + tech team of ~60 employees. Roles include AI-native data platform engineers, senior/staff software engineers, and mobile engineers working on cutting-edge fintech.
- **Perks**: Not explicitly detailed in search results, but the company highlights top-tier talent, executive coaching, and performance management as part of the employee experience.

## Sources
1. [farther.com](https://www.farther.com/) – Company homepage and platform details
2. [farther.com/about-us](https://www.farther.com/about-us) – Leadership, mission, and culture
3. [linkedin.com](https://www.linkedin.com/company/fartherfinance) – LinkedIn company page (financials, funding, headcount, acquisitions)
4. [builtin.com](https://builtin.com/company/farther) – Built In profile (offices, perks, employee count)
5. [greenhouse.io](https://boards.greenhouse.io/fartherfinance) – Careers page (open roles, departments)

## Other roles at Farther

- [401k Operations Associate](https://feeny.ai/job/401k-operations-associate-farther-dallas-he9dd44129cw) — Dallas, TX
- [Senior Financial Planner](https://feeny.ai/job/senior-financial-planner-farther-dallas-x9xhne97yyb1) — Dallas, TX
- [Senior Agentic Engineer](https://feeny.ai/job/senior-agentic-engineer-farther-dallas-eqfr7tbb9r1a) — Dallas, TX
- [Advisor Business Development Associate,](https://feeny.ai/job/advisor-business-development-associate-farther-dallas-q7j1jep41bdv) — Dallas, TX
- [Client Relationship Associate](https://feeny.ai/job/client-relationship-associate-farther-destin-pyzggkgxcrbs) — Destin, FL
- [Senior Frontend Engineer, Conversational & Gen UI](https://feeny.ai/job/senior-frontend-engineer-conversational-gen-ui-farther-new-york-kbq1x27400y7) — New York, NY
- [Accounting Associate](https://feeny.ai/job/accounting-associate-farther-irving-3f3p0d12wmmx) — Irving, TX
- [BD Specialist – Institutional Sales & Outreach](https://feeny.ai/job/bd-specialist-institutional-sales-outreach-farther-remote-pp25p19y63fn)
- [Client Experience Associate, Advisor Dedicated](https://feeny.ai/job/client-experience-associate-advisor-dedicated-farther-irving-2y01ypwf18e1) — Irving, TX
- [Director, Investment Strategy](https://feeny.ai/job/director-investment-strategy-farther-new-york-j1p5pr6wm6nw) — New York, NY