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Client Service Associate
Overview
We are a fast-growing, values-driven boutique wealth management firm dedicated to helping ambitious women build, protect, and enjoy their wealth. We take a comprehensive, values-aligned approach to financial planning and investment management for women navigating major transitions like divorce, business exits, or inheritance.
We’re not your traditional financial planning firm. We lead with empathy, strategy, and clarity—and we believe that wealth should feel as good as it looks. As we grow, we’re building a team that’s deeply committed to helping our clients use money as a tool for joy, purpose, and legacy.
If you’ve ever wanted to work at a mission-driven firm where people, impact, and integrity come first—you might be a perfect fit.
What You’ll Be Responsible For
Your mission: create a seamless, caring, and professional experience for our clients—while keeping our operations organized and on point. You’ll be expected to bring a high level of responsiveness, accuracy, and white-glove service to everything you do.
Client Onboarding + Paperwork
Prepare and process new client paperwork via Schwab and Altruist
Track account opening progress and follow up on outstanding items
Coordinate welcome emails and onboarding task assignments
Ongoing Client Service
Maintain and update client data in Wealthbox, RightCapital, Holistiplan, and Wealth.com
Manage billing setup and invoicing through AdvicePay
Prepare meeting documents, summaries, and follow-ups
Take accurate and professional meeting notes during client calls and help organize next steps
Upload estate planning documents and ensure data integrity
Respond to client service requests (e.g., account updates, contributions/distributions, beneficiary changes) with prompt and polished communication
Administrative + Communication Support
Schedule meetings via Calendly and manage client calendar workflows
Join Zoom meetings as needed to support logistics and documentation
Monitor or draft responses for client service emails in coordination with the advisor
This Role Is For You If You…
Have 3+ years of experience as a Client Service Associate (CSA) or in a similar role within a financial planning or RIA firm
Are responsive, detail-oriented, and committed to delivering high-touch, white-glove service
Are confident in handling client service workflows and paperwork
Can work independently and communicate proactively in a remote, async-first environment
Love bringing order to chaos, staying organized, and making clients feel supported
Handle confidential financial information with integrity and care
Are tech-forward and willing to learn any platforms you’re not already familiar with
Are available to work some hours between 9 am–5 pm Eastern Time (EST) to support client and advisor schedules
Are based in the Washington, D.C. area (bonus, not required)
Feel inspired by the idea of working for a mission-driven firm that empowers women to build meaningful wealth
Our Core Values
Authenticity – We show up as our full selves and create space for others to do the same
Integrity – We do the right thing, even when no one’s watching
Joy – We believe wealth should feel good, not just look good
Purpose – We’re here to make money meaningful—for ourselves and for our clients
Compensation & Structure
$40–$60/hour based on experience
~10-15 hours/week
Compensation and hours will grow based on performance and role expansion.
What to Expect After You Apply
Screening (15 min) – quick Zoom call to align expectations
Deeper Interview (30–45 min) – a more in-depth conversation to explore alignment, communication style, and role fit
Test Project – a short sample task to evaluate how you approach real work in this role
Offer and onboarding – we set your start date and get you rolling