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Client Relationship Associate at Farther - ApplyBlast

Client Relationship Associate

Farther

22 days ago

4.6 on Glassdoor

Destin, Florida, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Client Relationship Associate serves as the advisor's right hand in a growing, referral-driven advisory practice, managing the advisor's calendar, client requests, and paperwork to ensure seamless operations. This role acts as the primary point of contact for clients and prospects, handling scheduling, onboarding, and account coordination while maintaining accurate CRM records. The position offers a clear pathway to grow into a licensed Relationship Manager as skills and credentials develop.

Responsibilities

Manage advisor's calendar, inbox, and to-do list to ensure smooth operations
Serve as primary client contact handling inquiries, scheduling, and meeting preparation
Coordinate client onboarding, account paperwork, and transfers with custodians

Skills

About Farther

farther.com

Headquarters

New York, New York, United States

Company Size

51-200 employees

Founded

2019

View Profile

Farther is a modern wealth management firm that combines experienced human advisors with a data‑driven platform to deliver comprehensive financial planning and investment management. They help individuals and families put their money to work through personalized plans, portfolio construction, and ongoing advice. Farther emphasizes evidence‑based investing and accessible advisor relationships to simplify complex, multi‑generational financial decisions. The company positions itself as “the new era of wealth management,” blending expertise and technology to set a higher standard in planning.