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Farther · 19 hours ago

Client Relationship Manager

Greensboro, GA

Full-time

Hybrid

Mid Level

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience. The Client Relationship Manager serves as the centralized point of contact for clients, ensuring a seamless experience while supporting financial advisors in their efforts.

ConsultingFinanceFinancial ServicesFinTechWealth Management

Growth Opportunities

Responsibilities

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

Qualification

Client relationship managementFinancial services experienceCRM proficiencyOrganizational skillsCommunication skillsFact-finding skillsDetail-orientedConfidentialityTeam collaborationProblem-solvingAdaptabilityTime managementOwnership mentality

Required

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 care—coordinating 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