2 results for Client Experience Associate Jobs in Carrollton, TX, US

Company DescriptionFarther 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 ...

Responsible for managing relationships with advisors and clients, executing financial operations for onboarding and ongoing requests, and serving as a liaison with custodians. This role involves identifying issues to enhance operations and maintaining effective relationships with stakeholders.