Client Service Associate

About the Firm We are a woman-owned independent registered investment advisor in the Metro DC area, built on a simple conviction: that every client deserves a fiduciary partner who takes the time to truly understand their financial life. Our practice serves high-net-worth individuals, couples, and families - with particular depth in serving women and clients navigating significant life transitions, including divorce, the loss of a spouse, and retirement. We are a small, intentional firm. That means the work you do here is visible, the relationships you build are real.

The Opportunity We are growing and looking for a Full-Time Client Service Associate to join our team. This is a hybrid, in-office role (2–3 days per week in our Metro DC area office). This role is central to delivering a responsive, organized, and seamless client experience by partnering with our financial advisor professionals on service requests, preparing account documentation, maintaining accurate records, and supporting day-to-day client needs. The ideal candidate is highly organized, detail-oriented, and service-minded, with the ability to communicate professionally and follow through on client requests. This is a non-business development; non-sales role focused on supporting existing client relationships and creating a positive client experience.

What You’ll Do Client Service & Advisor Support · Serve as a trusted point of contact for clients, ensuring all service requests, inquiries, scheduling and administrative needs are handled with accuracy and care. · Manage account administration, including onboarding, transfers, maintenance, and coordination with custodians and third-party providers. · Prepare thoroughly for client meetings by doing basic data entry and organizing documentation, reports, and planning materials. · Participate actively in client meetings, capturing detailed notes, providing in-meeting support, and reinforcing the firm’s client-first culture. · Drive post-meeting execution by tracking, coordinating, and completing action items in collaboration with advisors, custodians, and clients. · Maintain organized, compliant client records and ensure adherence to regulatory and internal standards. · Ability to work effectively across multiple business lines to create a cohesive advisor and client experience.* Compliance & Administrative Support · Submit applicable marketing and client communications for compliance review and track approvals. · Maintain accurate client records and assist with required compliance documentation and correspondence. · Follow firm compliance, privacy, and recordkeeping procedures and promptly escalate potential issues. · Provide administrative support for other compliance and supervisory processes as assigned.

Compensation and Benefits

• Compensation: $55,000–$65,000 base + merit-based bonus
• 100% employer-paid (employee only) medical, dental & vision & disability
• 401(k)
• Paid time off

*Other business lines and related activities include outside business activities of M&M Wealth Advisory.

What We’re Looking For Required

• 2+ years of experience in financial services, wealth management, client service, banking operations, or administrative support
• Experience supporting client relationships and processing account service requests
• Experience with custodial platforms. Schwab Advisor Center experience strongly preferred.
• Exceptional attention to detail, organization, and follow-through
• Strong written, verbal, and interpersonal communication skills
• Ability to manage multiple priorities, meet deadlines, and adapt in a fast-paced environment
• Professional, client-focused demeanor and the ability to handle confidential information
• Collaborative mindset, strong work ethic, and willingness to accept feedback and continuously improve Preferred · Bachelor's Degree or equivalent industry work experience · Series 65 · CRM experience, including Wealthbox · Financial Planning Software experience, such as RightCapital or eMoney