Greensboro, GA · On-site +1
The Role As the Client Relationship Manager, you're the centralized point of contact for clients ... Experience managing workflows between in-office and remote service teams Why Join Us * Competitive ...
Greensboro, GA · On-site +1
The Role As the Client Relationship Manager, you're the centralized point of contact for clients ... Experience managing workflows between in-office and remote service teams Why Join Us * Competitive ...
Atlanta, GA · On-site +1
$89K - $148K/yr
This position allows remote work from home but will require travel to our Voya office as business ... Experience managing highly sensitive and at-risk client relationships Preferred Knowledge ...
Atlanta, GA · On-site +1
$89K - $148K/yr
This position allows remote work from home but will require travel to our Voya office as business ... Experience managing highly sensitive and at-risk client relationships Preferred Knowledge ...
Atlanta, GA · On-site +1
The Sr. Executive Relationship Manager prospects and develops upper middle market banking ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Atlanta, GA · On-site +1
The Sr. Executive Relationship Manager prospects and develops upper middle market banking ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Atlanta, GA · On-site +1
The Sr. Executive Relationship Manager prospects and develops upper middle market banking ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Atlanta, GA · On-site +1
The Sr. Executive Relationship Manager prospects and develops upper middle market banking ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Atlanta, GA · On-site +1
The Sr. Executive Relationship Manager prospects and develops upper middle market banking ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Atlanta, GA · On-site +1
The Sr. Executive Relationship Manager prospects and develops upper middle market banking ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Atlanta, GA · On-site +1
The Sr. Executive Relationship Manager prospects and develops upper middle market banking ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Atlanta, GA · On-site +1
The Sr. Executive Relationship Manager prospects and develops upper middle market banking ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Atlanta, GA · On-site +1
The Sr. Executive Relationship Manager prospects and develops upper middle market banking ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Atlanta, GA · On-site +1
The Sr. Executive Relationship Manager prospects and develops upper middle market banking ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Atlanta, GA · On-site +1
The Sr. Executive Relationship Manager prospects and develops upper middle market banking ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Atlanta, GA · On-site +1
The Sr. Executive Relationship Manager prospects and develops upper middle market banking ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Atlanta, GA · On-site +1
Start your Voyage - Apply Now Mid-Market CRM Role The Client Relationship Manager (CRM) is an individual contributor responsible for ensuring that that the delivery of our service strategy exceeds ...
Atlanta, GA · On-site +1
Start your Voyage - Apply Now Mid-Market CRM Role The Client Relationship Manager (CRM) is an individual contributor responsible for ensuring that that the delivery of our service strategy exceeds ...
Savannah, GA · On-site +1
Start your Voyage - Apply Now Mid-Market CRM Role The Client Relationship Manager (CRM) is an individual contributor responsible for ensuring that that the delivery of our service strategy exceeds ...
Savannah, GA · On-site +1
Start your Voyage - Apply Now Mid-Market CRM Role The Client Relationship Manager (CRM) is an individual contributor responsible for ensuring that that the delivery of our service strategy exceeds ...
Serve as the primary client relationship manager for key accounts in a fully remote environment * Oversee tax planning, compliance, and review processes while ensuring accuracy and timeliness
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Serve as the primary client relationship manager for key accounts in a fully remote environment * Oversee tax planning, compliance, and review processes while ensuring accuracy and timeliness
Statesboro, GA · Remote
Our team is fully remote and globally distributed, and we serve a large, active student base across both regions. We\'re looking for a Lifecycle & CRM Growth Manager to own two strategic directions ...
Statesboro, GA · Remote
Our team is fully remote and globally distributed, and we serve a large, active student base across both regions. We\'re looking for a Lifecycle & CRM Growth Manager to own two strategic directions ...
Statesboro, GA · Remote
Our team is fully remote and globally distributed, and we serve a large, active student base across both regions. We\'re looking for a Lifecycle & CRM Growth Manager to own two strategic directions ...
Statesboro, GA · Remote
Our team is fully remote and globally distributed, and we serve a large, active student base across both regions. We\'re looking for a Lifecycle & CRM Growth Manager to own two strategic directions ...
Statesboro, GA · Remote
Our team is fully remote and globally distributed, and we serve a large, active student base across both regions. We\'re looking for a Lifecycle & CRM Growth Manager to own two strategic directions ...
Statesboro, GA · Remote
Our team is fully remote and globally distributed, and we serve a large, active student base across both regions. We\'re looking for a Lifecycle & CRM Growth Manager to own two strategic directions ...
The Commercial Relationship Sales & Service Manager Senior (CML RSS Sr.) is the primary point of ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
The Commercial Relationship Sales & Service Manager Senior (CML RSS Sr.) is the primary point of ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Atlanta, GA · On-site +1
Experience leading a client success or account management team in a remote environment. * Experience with customer relationship management, client success, or performance management systems.
Atlanta, GA · On-site +1
Experience leading a client success or account management team in a remote environment. * Experience with customer relationship management, client success, or performance management systems.
Atlanta, GA · On-site +1
$90K - $125K/yr
The position offers remote work flexibility. * Provide Slate CRM implementation services and general consulting such as training, functional consulting, troubleshooting, and technical support to a ...
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Atlanta, GA · On-site +1
$90K - $125K/yr
The position offers remote work flexibility. * Provide Slate CRM implementation services and general consulting such as training, functional consulting, troubleshooting, and technical support to a ...
Atlanta, GA · Remote
$94K - $112K/yr
Remote IT Project Manager needs 5-7 years of project management experience Remote IT Project ... Experience with Salesforce CRM * Experience with enterprise data ecosystems (including Snowflake ...
Atlanta, GA · Remote
$94K - $112K/yr
Remote IT Project Manager needs 5-7 years of project management experience Remote IT Project ... Experience with Salesforce CRM * Experience with enterprise data ecosystems (including Snowflake ...
Atlanta, GA · On-site +1
Optimize customer relationships working directly with Relationship Managers to grow fees, deposits ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Atlanta, GA · On-site +1
Optimize customer relationships working directly with Relationship Managers to grow fees, deposits ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Atlanta, GA · On-site +1
Optimize customer relationships working directly with Relationship Managers to grow fees, deposits ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Atlanta, GA · On-site +1
Optimize customer relationships working directly with Relationship Managers to grow fees, deposits ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
To excel as a Remote Relationship Manager, you need strong communication and interpersonal skills, experience in client management or sales, and a relevant degree such as business or marketing. Familiarity with CRM platforms (like Salesforce or HubSpot), virtual meeting tools, and performance analytics dashboards is often required. Excellent problem-solving, self-motivation, and the ability to build trust remotely are standout soft skills. These capabilities are crucial for maintaining and growing client relationships, ensuring satisfaction, and achieving business goals in a remote work environment.
As a Remote Relationship Manager, your day-to-day duties often include managing client accounts, conducting virtual check-ins, responding to emails and inquiries, and collaborating with internal teams to address client needs. You’ll typically use video calls and CRM software to keep track of client interactions and ensure their satisfaction with your company’s products or services. Proactively identifying opportunities for upselling or cross-selling and resolving issues efficiently are also part of the role. While you may work independently, regular virtual meetings and communication with both clients and colleagues are standard in this position.
A Remote Relationship Manager is responsible for building and maintaining strong relationships with clients while working remotely. They engage with customers through phone, email, or video calls to understand their needs, provide support, and offer solutions. This role often involves sales, customer service, or account management responsibilities, depending on the industry. Strong communication, problem-solving, and organizational skills are essential for success in this position.
Full-time
Medical, Retirement, PTO
Posted 9 days ago
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.
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 ImpactServe 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.
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
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
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!
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.
Finance and insurance
51 - 200 Employees
New York, NY, US
2019
