Client Relationship Manager

About the Company

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Responsibilities

• Serve as the central relationship manager and primary contact for all client service requests
• Manage day-to-day client care including phones, emails, scheduling, and task tracking
• Coordinate client onboarding including account setup, transfers, and document collection
• Work with custodians and third-party providers to process account changes and money movements
• Prepare advisors for meetings by gathering reports and ensuring post-meeting tasks are completed
• Maintain up-to-date client records in CRM and custodial platforms
• Monitor client accounts and proactively communicate issues to the advisor

Requirements

• Significant experience in a client-facing support role within financial services
• Experience at an RIA or wealth management firm preferred
• Strong relationship-building and trust-building skills
• Highly organized and detail-oriented with ability to manage multiple deadlines
• Proficiency with CRM and custodial platforms
• Excellent communication skills and professional demeanor
• Strong sense of confidentiality and discretion

Preferred Qualifications

• CFP designation
• Background in financial planning, tax, or accounting
• Experience with portfolio management and rebalancing
• Experience managing workflows between in-office and remote teams