Client Experience Lead - Wealth Management Support

MassMutual Ventures; Destin (FL); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Full health benefits + 401(k) matching

Roth IRA options

Unlimited PTO

Job summary

Farther in Destin, FL is seeking a Client Relationship Associate to be the advisor's right hand, managing calendars, client requests, paperwork, and follow-through, so clients feel known and looked after.

This full-time, on-site role offers a clear path to becoming a licensed Relationship Manager as your skills grow. You will coordinate onboarding, meetings, and communications while maintaining accurate CRM records and delivering exceptional service.

Qualifications

• 2+ years in a client-facing support role in financial services (RIA, wealth management, banking, or insurance).
• Serious organization and self-direction — own the details and get things done without being chased.
• Warm, professional communicator comfortable welcoming clients in person and representing the advisor.
• Comfortable with CRMs and custodial platforms, quick to pick up new tech.
• On-site in Destin, FL office.

Responsibilities

• Keep the advisor's calendar, inbox, and to-do list running smoothly — flagging what needs attention now and routing the rest.
• Be the first point of contact for clients and prospects: answer calls and emails, schedule meetings, and screen new inquiries.
• Prep for client meetings (reports, statements, notes), sit in when needed, and ensure follow-up is completed.
• Coordinate onboarding, account paperwork, transfers, and money movement with custodians and Farther's Client Experience team.
• Keep CRM and client records clean and current, and spot issues or opportunities before they become fires.

Skills

Client-facing

CRM proficiency

Financial services

Tools

CRM systems

Job description

Farther in Destin, FL is seeking a Client Relationship Associate to be the advisor's right hand, managing calendars, client requests, paperwork, and follow-through, so clients feel known and looked after.

This full-time, on-site role offers a clear path to becoming a licensed Relationship Manager as your skills grow. You will coordinate onboarding, meetings, and communications while maintaining accurate CRM records and delivering exceptional service.