Farther
Client Relationship Manager
Onsite - Greensboro, GA
Sponsorship not specifiedDetected 63 days ago
CRMAccountingCommunicationOrganizational Skills
About the role
- 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.
Responsibilities
- 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
- 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.
- 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
- Skilled with CRM and custodial platforms with the ability to learn new systems quickly and maintain clean, accurate data
- Chart your own growth path as we expand-potential to elevate into an advisory role for the right candidate
Requirements
- Experience with portfolio management and rebalancing
Benefits
- Full health benefits + 401(k) matching & Roth IRA options
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