Client Experience Associate, WealthFactor Team

This position is a full-time on-site position in our Lake Oswego office.

Role:

We’re looking for a Client Experience Associate to join the WealthFactor team at Farther. WealthFactor prides themselves on providing personalized, holistic wealth management that optimizes for risk, fees, and taxes. They are a fee-only fiduciary firm that puts their clients first, offering expert advice to help them steward their wealth well. WealthFactor believes in delivering top-tier expertise in the most personalized way. Join them, and be part of a team that is efficient, realistic, and adept at optimizing wealth for our clients.

The ideal candidate should have at least 5 years of hands-on custodial experience using Schwab and Black Diamond. Familiarity with Right Capital is a plus. We value team members who are servant-hearted, detail-oriented, and thrive in an asynchronous collaborative environment.

Responsibilities:

• Documentation and Compliance: Prepare and maintain accurate and up-to-date client files, facilitate the completion of forms and electronic processes with clients and our custodians.
• Black Diamond Portfolio Accounting and Reporting: Support the maintenance of our systems, data and reports.
• Financial Planning Support: Collaborate with our team of experts and planners. Keeping good organized records for our prospects and clients.
• Client Interaction: Participate in client communications, focusing on understanding the client, their situation and the actionable items that come out of those interactions. Launch and monitor the task actions needed to execute client actions.
• Meeting Support: Organize and prepare responses for client inquiries and provide support during meetings
• Compliance: Ensure compliance with regulatory requirements and internal policies

Qualifications

• 5+ years working for a fee-only independent RIA
• 5+ years working with Schwab and/or Fidelity
• 5+ years experience with Black Diamond
• Proficiency with G-Suite is required
• Bachelor's degree in Finance, Business, or related field: Preferred
• Certified Financial Planner (CFP) Certification: a plus
• Exceptional attention to detail.
• Task Management: Strong ability to manage and track diverse tasks, involving multiple stakeholders, through to completion.
• Strong electronic and verbal communication skills.
• Team Player: Collaborative mindset with the ability to work effectively within a team environment.