Client Experience Associate 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 ...
Client Experience Associate 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 ...
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 ...
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 ...
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
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
$13 - $18/hr
As a Client Experience Associate within PNC's Retail Branch Banking organization, you will be based in Celina, TX at the Ownsby Farms branch. Bilingual in Spanish preferred. PNC is an in-office ...
New
Client Experience Associate
$13 - $18/hr
As a Client Experience Associate within PNC's Retail Branch Banking organization, you will be based in Celina, TX at the Ownsby Farms branch. Bilingual in Spanish preferred. PNC is an in-office ...
New
Client Experience Associate
Frisco, TX · On-site
$13.75 - $18.75/hr
As a Client Experience Associate within PNC's Retail Branch Banking organization, you will be based in Frisco, TX at the Frisco North branch. PNC is an in-office company that fosters a collaborative ...
Client Experience Associate
Frisco, TX · On-site
$13.75 - $18.75/hr
As a Client Experience Associate within PNC's Retail Branch Banking organization, you will be based in Frisco, TX at the Frisco North branch. PNC is an in-office company that fosters a collaborative ...
Client Experience Associate
$14 - $19.25/hr
As a Client Experience Associate within PNC's Retail Branch organization, you will be based in Fort Worth, TX at the Mercantile branch. PNC is an in-office company that fosters a collaborative and ...
New
Client Experience Associate
$14 - $19.25/hr
As a Client Experience Associate within PNC's Retail Branch organization, you will be based in Fort Worth, TX at the Mercantile branch. PNC is an in-office company that fosters a collaborative and ...
New
Client Experience Associate
Dallas, TX · On-site
$13.25 - $18.50/hr
As a Client Experience Associate within PNC's Retail Branching Banking organization, you will be based in Dallas, TX at the Walnut Hill branch. PNC is an in-office company that fosters a ...
Client Experience Associate
Dallas, TX · On-site
$13.25 - $18.50/hr
As a Client Experience Associate within PNC's Retail Branching Banking organization, you will be based in Dallas, TX at the Walnut Hill branch. PNC is an in-office company that fosters a ...
Client Experience Associate
$13.75 - $18.75/hr
As a Client Experience Associate within PNC's Retail Branch Banking organization, you will be based in Frisco, TX at the Frisco North branch. PNC is an in-office company that fosters a collaborative ...
Client Experience Associate
$13.75 - $18.75/hr
As a Client Experience Associate within PNC's Retail Branch Banking organization, you will be based in Frisco, TX at the Frisco North branch. PNC is an in-office company that fosters a collaborative ...
Client Experience Associate
$14.25 - $19.75/hr
As a Client Experience Associate within PNC's Four Points Branch, you will be based in Austin, TX. **Bilingual Spanish - Preferred PNC is an in-office company that fosters a collaborative and ...
New
Client Experience Associate
$14.25 - $19.75/hr
As a Client Experience Associate within PNC's Four Points Branch, you will be based in Austin, TX. **Bilingual Spanish - Preferred PNC is an in-office company that fosters a collaborative and ...
New
Client Experience Associate
$13.25 - $18.50/hr
As a Client Experience Associate within PNC's Retail Branching Banking organization, you will be based in Dallas, TX at the Walnut Hill branch. PNC is an in-office company that fosters a ...
Client Experience Associate
$13.25 - $18.50/hr
As a Client Experience Associate within PNC's Retail Branching Banking organization, you will be based in Dallas, TX at the Walnut Hill branch. PNC is an in-office company that fosters a ...
Client Experience Associate - Ent
$20.43 - $25.91/hr
The Associate assists the Client Experience Specialist in monitoring the daily Open Order Report. The Associate responds timely to client requests regarding order tracking and simple pricing requests ...
New
Client Experience Associate - Ent
$20.43 - $25.91/hr
The Associate assists the Client Experience Specialist in monitoring the daily Open Order Report. The Associate responds timely to client requests regarding order tracking and simple pricing requests ...
New
Client Experience Associate - Ent
$20.43 - $25.91/hr
The Associate assists the Client Experience Specialist in monitoring the daily Open Order Report. The Associate responds timely to client requests regarding order tracking and simple pricing requests ...
Client Experience Associate - Ent
$20.43 - $25.91/hr
The Associate assists the Client Experience Specialist in monitoring the daily Open Order Report. The Associate responds timely to client requests regarding order tracking and simple pricing requests ...
Client Experience Associate - Ent
$20.43 - $25.91/hr
The Associate assists the Client Experience Specialist in monitoring the daily Open Order Report. The Associate responds timely to client requests regarding order tracking and simple pricing requests ...
New
Client Experience Associate - Ent
$20.43 - $25.91/hr
The Associate assists the Client Experience Specialist in monitoring the daily Open Order Report. The Associate responds timely to client requests regarding order tracking and simple pricing requests ...
New
The Role As a Senior 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 ...
The Role As a Senior 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 ...
Senior Client Experience Associate
Dallas, TX · On-site +1
The Role As a Senior 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 ...
Senior Client Experience Associate
Dallas, TX · On-site +1
The Role As a Senior 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 ...
The Role As a Senior 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 ...
The Role As a Senior 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 Associate - Ent
$20.43 - $25.91/hr
The Associate assists the Client Experience Specialist in monitoring the daily Open Order Report. The Associate responds timely to client requests regarding order tracking and simple pricing requests ...
Client Experience Associate - Ent
$20.43 - $25.91/hr
The Associate assists the Client Experience Specialist in monitoring the daily Open Order Report. The Associate responds timely to client requests regarding order tracking and simple pricing requests ...
Client Experience Associate - Ent
$20.43 - $25.91/hr
The Associate assists the Client Experience Specialist in monitoring the daily Open Order Report. The Associate responds timely to client requests regarding order tracking and simple pricing requests ...
Client Experience Associate - Ent
$20.43 - $25.91/hr
The Associate assists the Client Experience Specialist in monitoring the daily Open Order Report. The Associate responds timely to client requests regarding order tracking and simple pricing requests ...
Client Experience Associate information
See Texas salary details
$9.41 - $12.01
3% of jobs
$12.01 - $14.62
12% of jobs
$15.74 is the 25th percentile. Wages below this are outliers.
$14.62 - $17.22
23% of jobs
The median wage is $18.47 / hr.
$17.22 - $19.83
24% of jobs
$21.97 is the 75th percentile. Wages above this are outliers.
$19.83 - $22.44
15% of jobs
$22.44 - $25.04
10% of jobs
$25.04 - $27.65
6% of jobs
$27.65 - $30.25
2% of jobs
$30.25 - $32.86
2% of jobs
$32.86 - $35.47
1% of jobs
$35.47 - $38.07
1% of jobs
$9
$20
$38
How much do client experience associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a Client Experience Associate, and why are they important?
How does a Client Experience Associate typically collaborate with other departments to resolve client issues?
What is a Client Experience Associate?
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.

Job description
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 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.
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.
Act as the key relationship manager for 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
2+ years of previous work experience in a similar position
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
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