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Vice President Financial, Advisor Client Service

Company: Farther Finance
Location: New York
Posted on: June 4, 2020

Job Description:

As VP Financial Advisor, you are the face of Farther to our clients. You own our client relationships and go to extraordinary lengths to deliver a first-class experience. You apply your history of success in relationship management and comprehensive finance knowledgebase to identify service opportunities for clients and to solve client challenges. As a pioneering member of Farther's client service team, this is an opportunity to have a huge impact on the company and to help define how client service is done right.QualificationsResponsibilities:Turn clients into raving fansOwn client relationship management and communicate with clients to provide an experience that consistently exceeds client expectationsBe the voice of client to the rest of the Farther teamDevelop, document, and automate aspects of the client service processRequirements:--3+ years of experience in a client-facing relationship management role at a financial institution with a proven track record of client satisfactionExpert, current knowledge of investment products and services across personal finance--Ability to convey financial advice with empathy, understanding, humility, and confidenceExperience with and knowledge of standard operational aspects of client service (e.g., onboarding, ACATs, distributions)Series 65 or equivalent; clean U4Bonus Points:--CFP certificationPassion for building a better personal finance experience

Keywords: Farther Finance, Jersey City , Vice President Financial, Advisor Client Service, Executive , New York, New Jersey

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