Client Relationship Manager
Farther(1 month ago)
About this role
The Client Relationship Manager at Farther is a primary client-facing role supporting advisors within a fast-growing RIA that blends traditional wealth management with fintech. The position focuses on delivering a seamless, high-touch client experience, contributing to firm growth and client retention. It is a collaborative role with potential to advance into an advisory position over time.
Required Skills
- Client Management
- Phone Support
- Email Communication
- Scheduling
- Onboarding
- Account Transfers
- Custodian Coordination
- Transaction Processing
- Meeting Preparation
- Account Monitoring
+7 more
Qualifications
- CFP
About Farther
farther.comFarther 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.
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