Client Relationship Manager
FartherWealth Management company
Greensboro, United StatesMid
Bessemer Venture Partners
Khosla Ventures
CapitalG
Viewpoint Ventures
Context Ventures
Cota Capital
Sales & Account Management
About the role
TL;DR
Manage client relationships and ensure a seamless client experience for a financial advisor.
Required skills
client-facing supportfinancial servicesrelationship-buildingorganizeddetail-orientedCRMcustodial platformsconfidentialitydiscretion
Nice-to-have skills
CFP designationfinancial planningtaxaccountingportfolio managementrebalancingwealth advisorretirement community environmentremote service teams
Domain expertise
fintechwealth management
Benefits & perks
health insurance, 401(k) matching, Roth IRA options, Unlimited PTO