# Client Relationship Associate at Farther

- Company: Farther
- What the company does: Farther is Intelligent Wealth Management, natively built to unlock greater wealth throughout your financial life. Backed by Bessemer, Lightspeed and General Atlantic.
- Company website: https://www.farther.com/
- Type: Startups
- Level: Associate
- Location: On-Site - Destin, FL
- Work setup: On-site
- Posted: 2026-09-28
- Apply by: 2026-11-12
- Apply: https://job-boards.greenhouse.io/fartherfinance/jobs/4738653005?utm_source=1752vc&utm_medium=careers
- Page: https://www.1752.vc/careers/jobs/farther-client-relationship-associate/

## About the role

Our 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. Found on 1752vc Careers, the job board for startup and VC roles.

## What they're looking for

- Keep the advisor's calendar, inbox, and to-do list running smoothly — flagging what needs attention now and routing the rest
- Be the first point of contact for clients and prospects: answer calls and emails, schedule meetings, and screen new inquiries
- Prep for client meetings (reports, statements, notes), sit in when needed, and make sure every follow-up gets done
- Coordinate onboarding, account paperwork, transfers, and money movement with custodians and Farther's Client Experience team
- Keep CRM and client records clean and current, and spot issues or opportunities before they become fires

Tags: Wealth Management

Source: 1752vc Careers, https://www.1752.vc/careers/jobs/farther-client-relationship-associate/