What are the responsibilities and job description for the Client Relationship & Office Manager position at fartherfinance?
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
In this role, you will be working directly with Focus Financial Advisors, a team operating under the Farther umbrella. You'll support Focus Financial’s day-to-day operations and client experience while benefiting from Farther's resources, technology platform, and professional growth opportunities. This position offers a unique opportunity to work within an established wealth management practice while being part of an innovative, growing organization.
This position is responsible for the daily office functions at Focus Financial, ensuring seamless client service, communication, and office administrative support. You’ll be the face of the office, providing crucial support for our advisors and clients. The ideal candidate is a people person, detail-oriented, and comfortable juggling multiple tasks while maintaining professionalism and efficiency.
This full-time position requires on-site presence at our Rockford, IL office 5 days per week.
Your Impact
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Provide exceptional client service, demonstrating a strong desire to build and maintain strong client relationships.
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Manage office operations, including opening and closing the office, answering phones, and handling mail.
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Schedule client meetings, prepare meeting materials, and maintain the office calendar.
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Support financial operations by assisting with vendor payments, processing client billing, and navigating custodian websites (Schwab, Fidelity, and Farther portal).
- Maintain client data, update CRM, and enter tasks in the Farther portal (e.g., money movements, account openings).
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Contribute to client satisfaction by managing communications and coordinating client appreciation initiatives.
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Maintain the office environment by ordering supplies, organizing client information, and preparing mailings.
The Ideal Match
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Proven experience in customer service, office administration, or a related field.
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Strong organizational skills and attention to detail.
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Excellent verbal and written communication skills.
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Proficiency in Microsoft Office, Adobe, and the ability to learn new applications.
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Ability to manage multiple tasks, prioritize effectively, and follow up on tasks to ensure completion.
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A proactive mindset with strong problem-solving skills.
Bonus Points
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Prior experience in the financial services industry.
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Familiarity with CRM software and custodian websites.
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Associate’s degree or higher.
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Experience with gSuite.
Why Join Us
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Competitive compensation package that rewards impact.
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Work alongside a team of talented professionals in the finance industry.
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Be part of a fast-scaling startup with ground-floor opportunities.
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Full health benefits 401(k) matching & Roth IRA options.
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Unlimited PTO.
Ready to build the future of wealth management? Let's talk!
