Client Service Associate

STRATOS

Silver Spring (MD)

Hybrid

USD 55,000 - 65,000

Full time

8 hours ago

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Benefits offered by this job

Employer-paid medical, dental & vision

Disability insurance

401(k)

Paid time off

Other business lines: M&M Wealth Advis

Job summary

STRATOS is seeking a Full-Time Client Service Associate in the Metro DC area for a hybrid role (2–3 days in-office). You will support our financial advisor professionals by handling client service requests, preparing account documentation, maintaining accurate records, and assisting with onboarding and day-to-day client needs.

The ideal candidate is highly organized, service-minded, with strong communication skills.

Qualifications

2+ years of experience in financial services or client service
Experience supporting client relationships and processing account service requests
Experience with custodial platforms; Schwab Advisor Center is a plus
Strong attention to detail, organization, and follow-through

Responsibilities

Serve as a trusted point of contact for clients and handle service requests, scheduling, and administrative needs with accuracy.
Manage account administration including onboarding, transfers, maintenance, and coordination with custodians and third-party providers.
Prepare for client meetings by data entry and organizing reports and planning materials.
Take notes during client meetings, provide in-meeting support, and follow up on action items with advisors and clients.
Maintain compliant client records and adhere to regulatory and internal standards.

Skills

Client service experience

Wealth management

Communication skills

Organization

Attention to detail

Team collaboration

Education

Bachelor's Degree or equivalent

Tools

Wealthbox CRM

Schwab Advisor Center

RightCapital

eMoney

Job description

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.

About The Firm

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 elevate 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

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