Client Experience Associate Irving, TX Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth ...
Client Experience Associate Irving, TX Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth ...
The Client Experience Associate is responsible for executing core operational tasks that support client service delivery within our Impounds Team. This role focuses on building foundational knowledge ...
The Client Experience Associate is responsible for executing core operational tasks that support client service delivery within our Impounds Team. This role focuses on building foundational knowledge ...
The Role As a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and clients. You'll support ...
The Role As a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and clients. You'll support ...
Client Experience Associate
Dallas, TX · On-site
The Role As a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and clients. You'll support ...
Client Experience Associate
Dallas, TX · On-site
The Role As a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and clients. You'll support ...
Client Experience Associate
Irving, TX · On-site
The Role As a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and clients. You'll support ...
Client Experience Associate
Irving, TX · On-site
The Role As a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and clients. You'll support ...
Client Experience Associate
Philadelphia, PA · On-site +1
... client-first mindset • No prior experience required, we train the right people!
Client Experience Associate
Philadelphia, PA · On-site +1
... client-first mindset • No prior experience required, we train the right people!
... client-first mindset • No prior experience required, we train the right people!
... client-first mindset • No prior experience required, we train the right people!
... client-first mindset • No prior experience required, we train the right people!
Quick apply
... client-first mindset • No prior experience required, we train the right people!
Client Experience Associate
Ontario, CA · On-site
$21 - $22/hr
We have an excellent opening for a Client Experience Associate to join our amazing environment with an opportunity for continuous growth and development. For more information, please read below!
Client Experience Associate
Ontario, CA · On-site
$21 - $22/hr
We have an excellent opening for a Client Experience Associate to join our amazing environment with an opportunity for continuous growth and development. For more information, please read below!
Client Experience Associate
$14.75 - $20.25/hr
We have an excellent opening for a Client Experience Associate to join our amazing environment with an opportunity for continuous growth and development. For more information, please read below!
Client Experience Associate
$14.75 - $20.25/hr
We have an excellent opening for a Client Experience Associate to join our amazing environment with an opportunity for continuous growth and development. For more information, please read below!
Client Experience Associate
Carlsbad, CA · On-site
$21 - $23/hr
We have an excellent opening for a Client Experience Associate to join our amazing environment with an opportunity for continuous growth and development. For more information, please read below!
Client Experience Associate
Carlsbad, CA · On-site
$21 - $23/hr
We have an excellent opening for a Client Experience Associate to join our amazing environment with an opportunity for continuous growth and development. For more information, please read below!
Client Experience Associate
$15 - $20.75/hr
We have an excellent opening for a Client Experience Associate to join our amazing environment with an opportunity for continuous growth and development. For more information, please read below!
Client Experience Associate
$15 - $20.75/hr
We have an excellent opening for a Client Experience Associate to join our amazing environment with an opportunity for continuous growth and development. For more information, please read below!
Client Experience Associate
Carlsbad, CA · On-site
$21 - $23/hr
We have an excellent opening for a Client Experience Associate to join our amazing environment with an opportunity for continuous growth and development. For more information, please read below!
Client Experience Associate
Carlsbad, CA · On-site
$21 - $23/hr
We have an excellent opening for a Client Experience Associate to join our amazing environment with an opportunity for continuous growth and development. For more information, please read below!
Client Experience Associate
$21 - $23/hr
We have an excellent opening for a Client Experience Associate to join our amazing environment with an opportunity for continuous growth and development. For more information, please read below!
Client Experience Associate
$21 - $23/hr
We have an excellent opening for a Client Experience Associate to join our amazing environment with an opportunity for continuous growth and development. For more information, please read below!
Client Experience Associate
Ontario, CA · On-site
$21 - $22/hr
We have an excellent opening for a Client Experience Associate to join our amazing environment with an opportunity for continuous growth and development. For more information, please read below!
Client Experience Associate
Ontario, CA · On-site
$21 - $22/hr
We have an excellent opening for a Client Experience Associate to join our amazing environment with an opportunity for continuous growth and development. For more information, please read below!
Client Experience Associate
$50K - $120K/yr
This individual plays a key role in supporting our customers and coordinating between departments to ensure a seamless service experience. You'll thrive in a fast-paced environment where proactive ...
Client Experience Associate
$50K - $120K/yr
This individual plays a key role in supporting our customers and coordinating between departments to ensure a seamless service experience. You'll thrive in a fast-paced environment where proactive ...
Client Experience Associate
Ontario, CA · On-site
$20 - $21/hr
We have an excellent opening for a Client Experience Associate to join our amazing environment with an opportunity for continuous growth and development. For more information, please read below!
Client Experience Associate
Ontario, CA · On-site
$20 - $21/hr
We have an excellent opening for a Client Experience Associate to join our amazing environment with an opportunity for continuous growth and development. For more information, please read below!
Previous experience with data entry desirable * Repetitive motion is required: may require twisting/bending/climbing XBP Global is committed to fostering a diverse and inclusive workplace and is ...
Previous experience with data entry desirable * Repetitive motion is required: may require twisting/bending/climbing XBP Global is committed to fostering a diverse and inclusive workplace and is ...
Previous experience with data entry desirable * Repetitive motion is required: may require twisting/bending/climbing - Customer service - Excellent communication - Active listener - Time management ...
Previous experience with data entry desirable * Repetitive motion is required: may require twisting/bending/climbing - Customer service - Excellent communication - Active listener - Time management ...
Client Experience Associate
$50K - $120K/yr
This individual plays a key role in supporting our customers and coordinating between departments to ensure a seamless service experience. You'll thrive in a fast-paced environment where proactive ...
Client Experience Associate
$50K - $120K/yr
This individual plays a key role in supporting our customers and coordinating between departments to ensure a seamless service experience. You'll thrive in a fast-paced environment where proactive ...
Client Experience Associate information
See salary details
$10.10 - $12.89
3% of jobs
$12.89 - $15.69
12% of jobs
$16.90 is the 25th percentile. Wages below this are outliers.
$15.69 - $18.49
23% of jobs
The median wage is $19.83 / hr.
$18.49 - $21.28
24% of jobs
$23.58 is the 75th percentile. Wages above this are outliers.
$21.28 - $24.08
15% of jobs
$24.08 - $26.88
10% of jobs
$26.88 - $29.68
6% of jobs
$29.68 - $32.47
2% of jobs
$32.47 - $35.27
2% of jobs
$35.27 - $38.07
1% of jobs
$38.07 - $40.87
1% of jobs
$10
$22
$40
How much do client experience associate jobs pay per hour?
What is the role of a customer experience associate?
What does a client experience associate do?
What is a Client Experience Associate?
How does a Client Experience Associate typically collaborate with other departments to resolve client issues?
Is a CSA job stressful?
What is the difference between Client Experience Associate vs Customer Service Representative?
| Aspect | Client Experience Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer customer service or communication certifications | High school diploma or equivalent; often no formal certifications required |
| Work Environment | Office setting, client-facing interactions, sometimes remote | Call centers, retail, or office environments, direct customer interactions |
| Employer & Industry Usage | Financial services, tech, consulting firms | Retail, telecom, hospitality, various service industries |
| Common Search & Comparison Intent | Understanding roles in client relations, professional growth | Customer support, troubleshooting, service quality |
The main difference is that a Client Experience Associate focuses on building long-term relationships and providing tailored solutions to clients, often in professional or financial settings. In contrast, a Customer Service Representative handles general customer inquiries and support, typically in retail or call center environments. Both roles require strong communication skills but differ in scope and industry focus.
What is the role of a client associate?
What are the key skills and qualifications needed to thrive as a Client Experience Associate, and why are they important?

Job description
Irving, TX
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 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 RoleAs a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and clients. You'll support that seamless experience by executing the financial operations required for 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 wealth industry.
Your Impact- Act as the key relationship manager for specific advisors and clients
- Support advisors by performing and managing daily tasks for the business and existing clients
- Help advisors execute operational follow-up action items for clients
- Act as a liaison with our custodians to process and confirm completion of requests (e.g., account opening, ACATs, transfers, account maintenance, etc.)
- Identify and escalate issues to the product team to guide our roadmap and improve the operations and client service function
- Establish and maintain positive and effective relationships with Farther advisors, custodians, and third-party vendors to ensure client satisfaction
- Bachelor's degree or equivalent experience
- At least 3+ years of previous work experience in a similar position within the financial services industry
- Strong interest in client service, relationship management, and operational support
- Team player with a positive attitude and a strong work ethic
- Highly organized with exceptional attention to detail and strong communication skills
- Comfortable working in a fast-paced environment and ability to handle multiple competing tasks
- Experience with and knowledge of standard operational aspects of wealth management client service (e.g., onboarding, ACATs, distributions) with custodians such as Charles Schwab, Fidelity, and Pershing
- Comprehensive knowledge of the financial industry
- Passion for creating increased efficiencies within current operational processes for the business and servicing clients
- 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 options
- Unlimited PTO
Ready to disrupt wealth management? Let's talk!
About Farther
Sourced by ZipRecruiter
Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix 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 and builders who are passionate about helping our 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 go farther with you.
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
New York, NY, US
Year founded
2019