Job Description

As a Financial Operations Analyst, you are at the core of Farther’s operational processes, helping to deliver a flawless wealth management experience for clients. You will support that seamless experience by executing the financial operations required for client onboarding and ongoing requests. You will help us define, deliver, and improve our operational processes. You will work closely with our client experience, product and engineering teams to continually push the boundaries of wealth management. As a member of Farther’s operations team, you will have the opportunity to make a meaningful impact not just on the company, but on the entire wealth management industry. 

RESPONSIBILITIES

• Assist in all of the operational processes for onboarding clients, transfer requests, and ongoing account maintenance in a timely manner consistent with service levels
• Serve as a liaison between internal team members and our custodians 
• Prepare and submit documentation including but not limited to account opening, account transfers, money movements and account maintenance
• Follow up with custodians to ensure completion of submitted requests and communicate status updates to internal team members
• Identify and escalate issues and inefficiencies to guide our roadmap and improve the operations function
• Establish and maintain positive and effective relationships with internal team members and our custodians to ensure client satisfaction

Qualifications

REQUIRED

• Bachelor’s degree with 0-3 years of work experience
• Strong interest in operational support and client service
• Team player with a positive attitude and a strong work ethic
• Well organized with exceptional attention to detail and communication skills
• Comfortable working in a fast-past environment and ability to handle multiple competing tasks

BONUS POINTS

• Experience with and knowledge of standard operational aspects of wealth management client servicing (e.g., account opening, ACATs, money movements)
• Comprehensive knowledge of the financial industry
• Passion for creating increased efficiencies within current operational processes for the business and servicing clients

Additional Information

All your information will be kept confidential according to EEO guidelines.