Client Experience Lead - Wealth Tech (Destin, On-site)

Farther Finance, LLC; Destin (FL); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Competitive comp package

Health benefits

401(k) matching & Roth IRA options

Unlimited PTO

Job summary

Farther, a rapidly growing wealth advisory firm, is seeking a Client Relationship Associate for the Destin, FL office. You will be the advisor's right hand, manage calendars, requests, paperwork, and client follow-ups so the advisor can focus on planning and advice.

You will own the details, greet clients, screen inquiries, prep for meetings, coordinate onboarding and transfers with custodians, and keep client records clean in the CRM while helping to grow into a licensed Relationship Manager as

Qualifications

• 2+ years in a client-facing support role in financial services (RIA, wealth management, banking, or insurance).
• Seriously organized and self-directed — you own the details and get things done without being chased.
• A warm, professional communicator who's comfortable welcoming clients in person and representing the advisor.
• Comfortable in CRMs and custodial platforms, and quick to pick up new tech.
• Able to work on-site in our 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 make sure every follow-up gets done.
• 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 support

CRM familiarity

Organizational skills

Professional communication

Tools

CRM systems

Custodial platforms

Portfolio software

Job description

Farther, a rapidly growing wealth advisory firm, is seeking a Client Relationship Associate for the Destin, FL office. You will be the advisor's right hand, manage calendars, requests, paperwork, and client follow-ups so the advisor can focus on planning and advice.

You will own the details, greet clients, screen inquiries, prep for meetings, coordinate onboarding and transfers with custodians, and keep client records clean in the CRM while helping to grow into a licensed Relationship Manager as