Client Relationship Manager
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Job Location:
Greensboro, NC - USA
Monthly Salary:
Not Disclosed
Posted on:
8 hours ago
Vacancies:
1 Vacancy
Job Summary
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive tailored wealth management experience.
Farthers founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management fintech and technology production backed by top-tier venture capital firms fintech investors and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If youre the type who breaks through walls to get things done the right way we want to build the future of wealth management with you.
The Role
As the Client Relationship Manager youre the centralized point of contact for clients and a key partner to the financial advisor. Youll ensure that every aspect of the client experiencebefore during and after meetingsis organized proactive and seamless. This role keeps the advisor fully informed and prepared so they can focus on advice and planning while you make sure clients feel known cared for and confident in the firm.
Your Impact
Serve as the central relationship manager and primary contact for all client service requests on behalf of the financial advisor
Manage day-to-day client care including answering phones responding to emails scheduling meetings following up on action items and tracking tasks to completion
Coordinate all aspects of client onboarding including new account setup transfers and document collection
Work directly with custodians and third-party providers to process account changes money movements and service requests with accuracy and timeliness
Prepare the advisor for client meetings by gathering reports statements notes and follow-up items then ensure post-meeting tasks are completed
Monitor client accounts and service activity proactively identifying issues or opportunities and communicating them to the advisor
Maintain up-to-date client records in CRM internal portal and custodial platforms documenting interactions next steps and key client preferences
Support ongoing client communication efforts such as check-in emails and event follow-ups so clients feel regularly engaged and supported
Maintain confidentiality regarding all client-related information.
The Ideal Match
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
Comfortable owning all aspects of client carecoordinating people information and tasks in a fast-paced environment
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
Excellent with confidentiality and discretion
A structured and orderly approach to daily operations is essential requiring a highly detail-oriented work style with excellent follow-through and fact-finding skills
Bonus Points
CFP designation or background in financial planning tax or accounting
Experience with portfolio management and rebalancing
Interest in growing into a wealth advisor role over time
Background working in a small town or retirement community environment
Experience managing workflows between in-office and remote service teams
Why Join Us
Competitive comp package that rewards impact
Work alongside some of the brightest minds in fintech
Ground-floor opportunity at a fast-scaling startup
Chart your own growth path as we expandpotential to elevate into an advisory role for the right candidate
Full health benefits 401(k) matching & Roth IRA options
Unlimited PTO
Become part of a tight-knit collaborative team in a beautiful lake community
Ready to disrupt wealth management Lets talk!
Required Experience:
Manager
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
About Company
Our experienced advisors and data-driven wealth platform set a new standard in financial planning, putting your money to work for you, your family, your future — and beyond.
