Client Relationship Manager

<div class="content-intro"><section id="st-companyDescription" class="job-section"> <div class="wysiwyg"> <section id="st-companyDescription" class="job-section"> <div class="wysiwyg"> <h2 class="title">Company Description</h2> <p>Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.</p> <p>Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.&nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.</p> <p>Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.</p> </div> </section> </div> </section></div><h2>The Role</h2> <p>As the Client Relationship Manager, you're the centralized point of contact for clients and a key partner to the financial advisor. You'll ensure that every aspect of the client experience—before, during, and after meetings—is 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.</p> <h2>Your Impact</h2> <ul> <li> <p>Serve as the central relationship manager and primary contact for all client service requests on behalf of the financial advisor</p> </li> <li> <p>Manage day-to-day client care including answering phones, responding to emails, scheduling meetings, following up on action items, and tracking tasks to completion</p> </li> <li> <p>Coordinate all aspects of client onboarding including new account setup, transfers, and document collection</p> </li> <li> <p>Work directly with custodians and third-party providers to process account changes, money movements, and service requests with accuracy and timeliness</p> </li> <li> <p>Prepare the advisor for client meetings by gathering reports, statements, notes, and follow-up items, then ensure post-meeting tasks are completed</p> </li> <li> <p>Monitor client accounts and service activity, proactively identifying issues or opportunities and communicating them to the advisor</p> </li> <li> <p>Maintain up-to-date client records in CRM, internal portal, and custodial platforms, documenting interactions, next steps, and key client preferences&