Part-Time Client Service Associate

M&M Wealth Advisory

Part Time Client Service Associate

Job Description/Posting

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, and the career path in front of you is not theoretical.

THE OPPORTUNITY

We are growing and looking for a Part Time Client Service Associate to join our team. This is a remote, 20-hour-per-week rule with occasional in-office days at our Silver Spring, Maryland office. Candidates must live within commuting distance. 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-sales, non-business development role focused on supporting existing and prospective client relationships and creating a positive client experience.

This position is ideal for someone seeking long-term, part-time employment in a professional wealth management environment.

WHAT YOU’LL DO

Support Advisory Responsibilities

•     Serve as a responsive point of contact for routine client questions and service requests

•     Prepare and process new account paperwork for accounts including advisory and retirement.

•     Coordinate money movement requests, including ACH transactions, wires, transfers, rollovers, and distributions

•     Complete account maintenance, including updates to beneficiaries, addresses, banking instructions, and required documentation

•     Schedule client meetings and prepare materials, forms, and follow-up items

•     Track client requests and operational workflows to ensure timely, accurate completion

•     Communicate with custodians and internal team members to resolve account and service issues

•     Maintain accurate client records, contact information, notes, and tasks within CRM systems

•     Assist with document management, filing, and preparation of client correspondence

•     Anticipate client needs and identify opportunities to improve the service experience and internal processes

•     Provide general administrative and client service support to the advisory team

WHAT WE’RE LOOKING FOR

Required

•     2+ years of experience in financial services, wealth management, client service, banking operations, or administrative support

•     Experience with Schwab custodial platforms

•     Experience supporting client relationships and processing account service requests

•     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

•     CRM experience, including Wealthbox, is a plus or a willingness to learn

•     Financial planning software experience

•     Series 65 licensed or committed to completing within 6 months

•     Experience with Fidelity custodial platform.

COMPENSATION & BENEFITS

Compensation: $25-30 Per Hour