FREE ACCESS
5,000–10,000 jobs/day

See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.

Senior Client Experience Associate
Father Gabriel Richard High School - Ann Arbor, MichiganSenior Client Experience Associate supporting wealth management operations and ensuring a world-class experience for advisors and clients. Collaborating closely with Product and Engineering teams.
About the role
Key responsibilities & 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
- Monitor client accounts and proactively address issues as they arise
- Identify opportunities to improve the client experience function
Requirements
What you’ll need- Bachelor’s degree or equivalent work experience
- At least 6 years of previous work experience in a client-facing role within the financial services industry
- 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
Benefits
Comp & perks- Flexible work arrangements
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
highly organizedexceptional attention to detailteam playerpositive attitudestrong work ethicability to prioritize multiple tasks
Certifications
Bachelor’s degree