Client Service Associate
Farther Finance- Location
- Hybrid
- Work mode
- Hybrid
- Type
- full time
- Listed
Applications go directly to Farther Finance. Ramai takes no fee for placement and no money for ranking.
[ About this role ]
This is a mid-level Relationship Manager role at Farther Finance, a wealth advisory firm. The Relationship Manager will be the primary point of contact for clients, managing day-to-day interactions, tracking life events, and serving as a liaison between clients and the service team. The role focuses on building client relationships and ensuring a high-touch service experience, with no business development responsibilities.
Skills and focus areas
- client relationship management
- detail-oriented
- communication
- issue escalation
- proactive management
Summary written by Ramai from the original posting. Full details and requirements are on Farther Finance’s careers page.
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