Client Relationship Manager

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. As the Client Relationship Manager, you're the centralized point of contact for clients and a key partner to the financial advisor.

Requirements

• Significant experience in a client-facing support role within financial services, preferably at an RIA or wealth management firm
• Strong relationship-building skills with the ability to build trust and rapport with clients while representing the advisor and the firm
• Highly organized and detail-oriented with the ability to juggle multiple client requests and deadlines without losing track
• Skilled with CRM and custodial platforms with the ability to learn new systems quickly and maintain clean, accurate data
• Positive, professional communication style and a strong sense of ownership over the client experience

Benefits

• Competitive comp package that rewards impact
• Full health benefits
• 401(k) matching & Roth IRA options
• Unlimited PTO