or apply directly on Farther's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 80 days Farther's roles stay open a median of 81 days
- Reposted
- No
- Salary listed
- No 3% of Farther's roles list one
- Ghost-job risk at Farther
- high 35 stale, 0 reposted of 36 open
- Hiring momentum
- 48 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-10-23
Measured from postings appearing on and disappearing from Farther's own greenhouse board since 2026-08-03. Full hiring picture for Farther.
About this role
As a Client Service Associate at Farther, you will be the operational backbone of a wealth management advisory practice, managing the advisor's calendar, coordinating client appointments, and serving as the first point of contact for client inquiries. Your role will involve handling account administration, maintaining a CRM, and ensuring a warm presence for clients while supporting the advisor in growing the business.
- benefits
- 2/5
- freshness
- 1/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Farther as an employer.
What you need
- 1–4 years in a client-facing support, administrative, or operations role
- Exceptional organization and attention to detail
- Confident and warm on the phone
- Proactive by nature
- Strong written communication skills
- Comfortable picking up new tech platforms quickly
Nice to have
- Experience in wealth management, financial services, or a similarly client-focused environment
- Series 65 or equivalent license (or interest in getting licensed down the road)
- CRM proficiency (Salesforce, Redtail, or similar)
What you get
- Competitive comp ($60–80K) with room to grow
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
Worth weighing
- No specific mention of required technical skills or software knowledge beyond CRM proficiency
- Financial services experience is a plus but not required, which may affect the candidate pool
- The role is hybrid, which may require flexibility in work arrangements
Summarised from Farther's posting. Read the full original.
Listed by Farther on their greenhouse job board, last confirmed open on 2026-10-23. PitchMeAI is not the employer.
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