---
title: 'Client Service Associate at Farther'
canonical: 'https://feeny.ai/job/client-service-associate-farther-austin-zw4vc2fw5mr4'
type: 'job'
last_seen: '2026-10-16'
---

# Client Service Associate at Farther

- **Company:** Farther
- **Location:** Austin, TX
- **Work type:** hybrid
- **Posted:** 2026-06-23
- **Last confirmed live:** 2026-10-16
- **Apply:** https://job-boards.greenhouse.io/fartherfinance/jobs/4708380005

## 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

You'll be the operational backbone of a growing Bee Cave-based advisory practice led by a 30+ year industry veteran. This is a hands-on, client-facing support role where you own the day-to-day — keeping the calendar running, clients taken care of, and your advisor free to focus on growing the business.

If you're organized, proactive, great on the phone, and love the details, this role was built for you.

## Your Impact

- Manage the advisor's calendar and coordinate client appointments end-to-end
- Serve as the first point of contact for incoming client calls — screen, respond, and resolve where you can
- Liaison between the advisor and Farther's centralized service team, tracking open items and keeping things moving
- Handle account administration: document uploads, client onboarding, service requests, and platform questions
- Maintain a meticulous CRM — client records, activity logs, and follow-up items always current
- Send monthly client communications, birthday cards, gifts, and coordinate client events
- Produce reports and support meeting prep and post-meeting follow-up
- Be a consistent, warm presence for clients who need help navigating the platform or have day-to-day questions

The Ideal Match

- 1–4 years in a client-facing support, administrative, or operations role — financial services experience a plus but not required
- Exceptional organization and attention to detail — you plan ahead, nothing slips, and clients never have to ask twice
- Confident and warm on the phone — you enjoy talking to clients and handle a wide range of questions with calm professionalism
- Proactive by nature — you spot what needs to be done before being asked
- Strong written communication skills for client-facing emails and outreach
- Comfortable picking up new tech platforms quickly
- Able to work hybrid from Bee Cave, TX

Bonus Points

- Experience in wealth management, financial services, or a similarly client-focused environment
- Series 65 or equivalent license (or interest in getting licensed down the road)
- CRM proficiency (Salesforce, Redtail, or similar)
- You're the person who remembers the kids' names and the dog's birthday — and people love you for it

## Why Join Us

- Work directly alongside a 30+ year CFA/CMT-credentialed advisor — real exposure to how a high-performing wealth management practice runs
- Clear growth path — strong performers can grow into a Relationship Manager or advisor-track role over time
- Hybrid flexibility in Bee Cave, TX
- Competitive comp ($60–80K) with room to grow as you do
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO

Ready to disrupt wealth management? Let's talk!

## 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
- [Client Experience Associate](https://feeny.ai/job/client-experience-associate-farther-dallas-60cy5q5g7cp0) — Dallas, TX
- [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