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