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Client Relationship Manager
Client Relationship Manager
FartherFarther is seeking a highly organized and detail-oriented Client Relationship Manager to serve as the central point of contact for clients and a key partner to financial advisors. In this onsite role in Greensboro, GA, you will manage all aspects of the client experience, from day-to-day service requests and onboarding to preparing advisors for meetings and maintaining client records. The ideal candidate will have significant client-facing support experience in financial services, strong relationship-building skills, and proficiency with CRM and custodial platforms. This is a ground-floor opportunity at a fast-scaling RIA, offering a competitive compensation package and potential for growth into an advisory role.
