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Remote Document Custodian Jobs (NOW HIRING)

Farther

Client Relationship Manager

Greensboro, GA · On-site +1

Maintain up-to-date client records in CRM, internal portal, and custodial platforms, documenting ... Experience managing workflows between in-office and remote service teams Why Join Us * Competitive ...

Mortgage Center

Investor Accountant

Mortgage Center Investor Accountant Southfield, MI (Remote) Do you welcome challenges and finding ... Reconciling GSE Custodial P&I and T&I accounts. Preparing reconciliations of general ledger and ...

Alutiiq, LLC

Estimator

AL · On-site +1

$80K - $110K/yr

This Position is Remote Nationwide Eligible About the Role and Team APC's Estimator reports to the ... Provide backup documentation to substantiate the estimate to the Cost Proposal Manager for proposal ...

RIA Recruiting

Client Service Operations Associate

$65K - $80K/yr

We are seeking a permanently remote Client Service Operations Associate to join our team. This ... Monitor Custodian alerts and money movements * Calendar Management for Financial Advisor including ...

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How much do remote document custodian jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for remote document custodian in the United States is $15.89, according to ZipRecruiter salary data. Most workers in this role earn between $13.70 and $17.55 per hour, depending on experience, location, and employer.

What is the difference between Remote Document Custodian vs Remote Records Clerk?

AspectRemote Document CustodianRemote Records Clerk
CredentialsBasic administrative skills, familiarity with document management systemsSimilar credentials, often with additional data entry or clerical certifications
Work EnvironmentRemote, often in legal, corporate, or government sectorsRemote or on-site, in administrative or office settings
Employer & IndustryLegal firms, government agencies, corporationsAdministrative departments, healthcare, legal offices
Search & Comparison IntentUnderstanding custodial responsibilities for digital documentsManaging and organizing records and files

The main difference between a Remote Document Custodian and a Remote Records Clerk lies in their focus. The Document Custodian primarily manages digital or physical documents' security and integrity, often within legal or corporate environments. The Records Clerk handles organizing, filing, and maintaining records, typically in administrative settings. Both roles require similar skills and credentials but serve different functions within document management systems.

What are the key skills and qualifications needed to thrive as a remote document custodian?

To thrive as a Remote Document Custodian, you need strong organizational skills, attention to detail, and familiarity with document management practices, often supported by experience in records administration or a related field. Proficiency with electronic document management systems (EDMS), cloud storage platforms, and data security protocols is typically required. Excellent communication, reliability, and the ability to work independently are standout soft skills for this position. These skills ensure the secure, accurate, and efficient handling of sensitive documents, which is critical for compliance and operational integrity in a remote environment.

What is a remote document custodian?

A Remote Document Custodian is a professional responsible for securely managing, storing, and organizing digital or physical documents from a remote location. Their duties often include maintaining document integrity, ensuring compliance with data protection regulations, and facilitating easy retrieval of records for authorized personnel. This role typically uses specialized software to handle document storage and tracking, and may require strict adherence to confidentiality protocols. Remote Document Custodians are essential for organizations that handle sensitive or large volumes of records, especially in fields like legal, healthcare, and finance.

What are some common challenges faced by remote document custodians, and how can they be managed effectively?

Remote Document Custodians often face challenges such as maintaining strict document security, ensuring version control, and coordinating with multiple departments across different time zones. Effective management involves using secure document management systems, setting clear protocols for document access and updates, and establishing regular communication routines with relevant teams. Staying organized and proactive in following up on document requests helps maintain workflow efficiency and compliance with company policies.
More about Remote Document Custodian jobs
What cities are hiring for Remote Document Custodian jobs? Cities with the most Remote Document Custodian job openings:
What are the most commonly searched types of Document Custodian jobs? The most popular types of Document Custodian jobs are:
What states have the most Remote Document Custodian jobs? States with the most job openings for Remote Document Custodian jobs include:
What job categories do people searching Remote Document Custodian jobs look for? The top searched job categories for Remote Document Custodian jobs are:
Remote Document Custodian jobs near you
Infographic showing various Remote Document Custodian job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 13% Part Time, 1% Temporary, and 6% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $33,056 per year, or $15.9 per hour.

Client Relationship Manager

Farther

Greensboro, GA • On-site, Remote

Full-time

Re-posted 20 days ago

Job description

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

As the Client Relationship Manager, you're the centralized point of contact for clients and a key partner to the financial advisor. 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.

Your Impact

  • Serve as the central relationship manager and primary contact for all client service requests on behalf of the financial advisor

  • 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

  • Work directly with custodians and third-party providers to process account changes, money movements, and service requests with accuracy and timeliness

  • Prepare the advisor for client meetings by gathering reports, statements, notes, and follow-up items, then ensure post-meeting tasks are completed

  • Monitor client accounts and service activity, proactively identifying issues or opportunities and communicating them to the advisor

  • 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.

The Ideal Match

  • 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

  • Highly organized and detail-oriented with the ability to juggle multiple client requests and deadlines without losing track

  • Comfortable owning all aspects of client care—coordinating people, information, and tasks in a fast-paced environment

  • Skilled with CRM and custodial platforms with the ability to learn new systems quickly and maintain clean, accurate data

  • Positive, professional communication style and a strong sense of ownership over the client experience

  • Excellent with confidentiality and discretion

  • A structured and orderly approach to daily operations is essential, requiring a highly detail-oriented work style with excellent follow-through and fact-finding skills

Bonus Points

  • CFP designation or background in financial planning, tax, or accounting

  • Experience with portfolio management and rebalancing

  • Interest in growing into a wealth advisor role over time

  • Background working in a small town or retirement community environment

  • Experience managing workflows between in-office and remote service teams

Why Join Us

  • Competitive comp package that rewards impact

  • Work alongside some of the brightest minds in fintech

  • Ground-floor opportunity at a fast-scaling startup

  • Chart your own growth path as we expand—potential to elevate into an advisory role for the right candidate

  • Full health benefits + 401(k) matching & Roth IRA options

  • Unlimited PTO

Ready to disrupt wealth management? Let's talk!

Farther logo

About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

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