Client Relationship Associate

u003cpu003eu003cstrongu003eThe Roleu003c/strongu003eu003c/pu003enu003cpu003eOur Destin office is a growing, referral-driven advisory practice on Florida's Emerald Coast - and it's ready for its first in-office teammate. As Client Relationship Associate, you'll be the advisor's right hand and the friendly, steady face of the office. You'll own the details - the calendar, client requests, paperwork, and follow-through - so the advisor can focus on planning and advice, and every client feels known and looked after. This is a full-time, hourly role with a real runway: grow into a licensed Relationship Manager as your skills and credentials grow.u003c/pu003enu003cpu003eu003cstrongu003eYour Impactu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eKeep the advisor's calendar, inbox, and to-do list running smoothly - flagging what needs attention now and routing the restu003c/liu003enu003cliu003eBe the first point of contact for clients and prospects: answer calls and emails, schedule meetings, and screen new inquiriesu003c/liu003enu003cliu003ePrep for client meetings (reports, statements, notes), sit in when needed, and make sure every follow-up gets doneu003c/liu003enu003cliu003eCoordinate onboarding, account paperwork, transfers, and money movement with custodians and Farther's Client Experience teamu003c/liu003enu003cliu003eKeep CRM and client records clean and current, and spot issues or opportunities before they become firesu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eThe Ideal Matchu003c/strongu003eu003c/pu003enu003culu003enu003cliu003e2+ years in a client-facing support role in financial services (RIA, wealth management, banking, or insurance)u003c/liu003enu003cliu003eSeriously organized and self-directed - you own the details and get things done without being chasedu003c/liu003enu003cliu003eA warm, professional communicator who's comfortable welcoming clients in person and representing the advisoru003c/liu003enu003cliu003eComfortable in CRMs and custodial platforms, and quick to pick up new techu003c/liu003enu003cliu003eAble to work on-site in our Destin, FL officeu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eBonus Pointsu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eSIE, Series 65/66, or other industry licenses (or the drive to earn them)u003c/liu003enu003cliu003eHands-on experience with account transfers, money movement, or portfolio rebalancingu003c/liu003enu003cliu003eRoots in the Emerald Coast communityu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eWhy Join Usu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eCompetitive comp package that rewards impactu003c/liu003enu003cliu003eWork alongside some of the brightest minds in fintechu003c/liu003enu003cliu003eGround-floor opportunity at a fast-scaling startupu003c/liu003enu003cliu003eChart your own growth path as we expandu003c/liu003enu003cliu003eFull health benefits + 401(k) matching u0026amp; Roth IRA optionsu003c/liu003enu003cliu003eUnlimited PTOu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eReady to disrupt wealth management? Let's talk!u003c/strongu003eu003c/pu003e