Relationship Manager & Servicing Advisor
Farther Finance- Location
- Remote
- Work mode
- Remote
- Type
- full time
- Listed
Applications go directly to Farther Finance. Ramai takes no fee for placement and no money for ranking.
[ About this role ]
Relationship Manager & Servicing Advisor at Farther Finance, a remote role focused on serving an existing book of 100-125 affluent households. Responsibilities include handling service requests, account updates, money movement, and client questions, as well as delivering comprehensive financial planning and managing the full client meeting cycle.
Skills and focus areas
- financial planning
- client relationship management
- retirement planning
- tax planning
- estate planning
- equity compensation
- goal-based strategies
- client servicing
Summary written by Ramai from the original posting. Full details and requirements are on Farther Finance’s careers page.
[ More at Farther Finance ]
See all 37 open roles at Farther Finance →[ Similar roles at other startups ]
- Customer Success ManagerVooma
- Full Cycle Customer Success Manager (csm)Boostly
- Tax Support SpecialistSphere
- Technical Support EngineerAgave
- Support EngineerZuma
- Engagement AssociateAleph
[ Not quite right? ]
Tell the assistant what you’re after — stage, location, stack, visa sponsorship — and it searches every open role for you. A few questions are free, no account needed.