Summary description:
Join Farther's Client Experience team through the DOD SkillBridge program and learn to deliver world-class wealth management operations. This 12-week hands-on training opportunity provides transitioning service members with comprehensive experience in RIA operations, client service, account administration, and custodial platform management. Work alongside experienced operations professionals supporting high-net-worth clients and financial advisors. Gain practical skills in account opening, transfers, trading operations, compliance, and problem resolution. Successful participants will be strongly considered for permanent employment as Client Experience Associates at Farther.
Job description:
Senior Client Experience AssociateFarther is a rapidly growing RIA combining expert advisors with cutting-edge technology to deliver comprehensive, tailored wealth management experiences. We're backed by top-tier venture capital firms and led by innovators from the private wealth industry.Your SkillBridge Experience:This 12-week internship provides hands-on training in:Operations & Systems Fundamentals (Weeks 1, 3): Learn Farther's operational infrastructure, custodial platforms (Fidelity Wealthscape, Schwab Advisor Center), CRM systems (HubSpot), and internal technology tools. Understand RIA business model, compliance requirements, and service workflows that support advisors and clients.Account Opening & Client Onboarding (Weeks 2, 4): Master the complete onboarding process including documentation requirements (Investment Advisory Agreements, Limited Power of Attorney, account applications), KYC/AML compliance, custodian coordination, and new client setup. Learn to identify incomplete applications and resolve common issues.Asset Movement & Transfer Operations (Weeks 4, 8): Process account transfers (ACAT), IRA rollovers, trustee-to-trustee transfers, and in-kind asset movements. Understand custodian-specific requirements, rejection reasons, timing expectations, and proactive client communication during transfers.Trading & Portfolio Operations (Week 5, 8): Learn trade order entry, execution confirmation, settlement processes, and cash management. Process buy/sell orders, rebalancing requests, dividend reinvestments, and required minimum distributions (RMDs) while coordinating with advisors on portfolio changes.Client Communication Excellence (Week 6, 12): Develop professional communication skills for email, phone, and multi-channel interactions with high-net-worth clients. Handle inquiries, set expectations, escalate complex issues, maintain detailed case notes, and practice empathetic problem-solving and service recovery.Custodian Relations & Vendor Management (Week 7): Establish effective working relationships with Fidelity and Schwab operations teams. Learn custodian-specific processes, contact protocols, escalation procedures, and how to leverage custodian resources to resolve client issues efficiently.Complex Problem Resolution (Week 8, 12): Develop troubleshooting skills for account discrepancies, transfer delays, trading errors, and documentation issues. Research problems independently, collaborate with custodians, and communicate solutions clearly to advisors and clients.Compliance & Risk Management (Week 9): Understand RIA compliance obligations, SEC regulations affecting operations, privacy requirements (Regulation S-P), and anti-money laundering procedures. Learn to identify red flags, escalate compliance concerns, and maintain audit-ready documentation.Process Improvement & Cross-Functional Collaboration (Week 10): Identify operational bottlenecks, document process gaps, and collaborate with Product and Engineering teams on system improvements. Propose solutions, test new features, and contribute to continuous improvement initiatives.Alternative Investments & Specialized Services (Week 11): Learn operational requirements for separately managed accounts (SMAs), alternative investment subscriptions (iCapital/CAIS), DST investments, and complex products. Understand documentation requirements, approval workflows, and ongoing servicing needs.Your Impact:Act as key relationship manager for advisors and clientsProvide timely, accurate responses to inquiries via email, phone, and other channelsProcess account openings, transfers, trades, and ongoing service requestsMonitor client accounts and proactively address issuesMaintain positive relationships with custodians and third-party vendorsIdentify opportunities to improve operations and client experienceSupport advisors in delivering exceptional wealth management serviceQualifications:Active duty service member within 180 days of separationStrong attention to detail and organizational skillsExcellent communication abilities (written and verbal)Ability to multitask and prioritize in fast-paced environmentProblem-solving mindset and customer service orientationComfortable with technology and learning new systemsTeam player with positive attitude and strong work ethicBonus Points:Prior experience in administrative, operations, or customer service rolesFinancial services knowledge or interest in wealth managementExperience with CRM systems or operational softwareBackground in logistics, supply chain, or administrative military rolesStrong technical aptitude and systems navigation skillsWhat You'll Gain:480 hours of supervised RIA operations trainingHands-on experience with custodial platforms (Fidelity, Schwab)Proficiency in financial services operations and complianceClient service skills for high-net-worth client relationshipsUnderstanding of investment products and account typesProfessional network within wealth management operationsStrong candidacy for permanent Client Experience Associate positionFoundation for potential career path to advisor or operations leadership roles
Farther is committed to supporting military veterans and their transition to civilian careers. Our SkillBridge program offers:Flexible scheduling to accommodate terminal leave and transition requirementsDedicated mentorship from experienced Client Experience professionalsProfessional development in financial services operationsExposure to fast-growing fintech startup environmentClear pathway to permanent employment for successful participantsTransferable skills highly valued in the financial services industryInclusive, mission-driven team culture aligned with military valuesThe Client Experience role is ideal for transitioning service members with backgrounds in administration, logistics, operations, or customer service. Military professionals excel in this role due to their attention to detail, process adherence, ability to multitask under pressure, and commitment to mission success. Veterans currently comprise a significant portion of our operations team and bring valuable discipline and organizational skills.
Eligibility factors:
All Services
Must be active duty service member within 180 days of separation/retirementMust have command approval to participate in SkillBridgeMust be able to commit to 12-week program (flexible start dates available)Must pass background check and compliance screeningNo prior financial services experience required - comprehensive training providedOpen to all service branches and ranksVeterans may participate if within 180 days of separation and approved through Career Skills ProgramStrong attention to detail and ability to follow operational procedures is essentialMust be comfortable working in a hybrid environment (some in-office presence required initially for training)
