Client Service Associate

F/m Investments; Washington (District of Columbia); On-site; USD 60,000 - 85,000; Full time

Job summary

F/m Investments in Washington, DC is seeking a DC-based Client Service Associate to support Relationship Managers and clients across the firm. This role focuses on day-to-day client servicing, account reviews, statements, onboarding, and recurring reporting.

You will track client requests, manage audit and compliance documents, and maintain CRM records while collaborating with operations, custodians, and portfolio teams. The position offers growth as the client service program expands.

Qualifications

• 2–5+ years in client service/relationship-management support in a financial services firm.
• Strong organizational skills and follow-through.
• Experience with investment accounts, client reporting, statements, or financial documents.
• Strong written and verbal communication.
• Attention to detail and discretion with confidential information.
• Ability to manage multiple requests and deadlines independently.
• Strong Excel, Word, PowerPoint, and CRM skills.

Responsibilities

• Support Relationship Managers with day-to-day client servicing and follow-up.
• Prepare account reviews, statements, reports, meeting materials, and client documentation.
• Coordinate quarterly, annual, and other recurring client reporting.
• Support client onboarding, account maintenance, and documentation updates.
• Track client requests through to completion.
• Handle audit, compliance, and other documentation requests.
• Maintain accurate client records and activity in CRM and internal systems.
• Coordinate with operations, compliance, portfolio teams, custodians, and other internal groups.
• Help improve and document client service processes as the function grows.

Job description

F/m Investments is looking for a DC-based Client Service Associate to join our Washington, DC office and support our Relationship Managers and clients across the firm.

This role will take ownership of the day-to-day work behind strong client relationships, including account reviews, statements, client documentation, audit requests, recurring reporting, onboarding support, and follow-up on client service needs. We are looking for someone who can handle the details today and grow into a larger role helping run our client service program over time.

WHAT YOU'LL DO

• Support Relationship Managers with day-to-day client servicing and follow-up.
• Prepare account reviews, statements, reports, meeting materials, and client documentation.
• Coordinate quarterly, annual, and other recurring client reporting.
• Support client onboarding, account maintenance, and documentation updates.
• Track client requests and follow them through to completion.
• Handle audit, compliance, and other documentation requests.
• Maintain accurate client records and activity in CRM and internal systems.
• Coordinate with operations, compliance, portfolio teams, custodians, and other internal groups.
• Help improve and document client service processes as the function grows.

WHO YOU ARE

Required

• 2–5+ years of client service, relationship‑management support, operations, or similar experience in an RIA, asset manager, wealth manager, custodian, or financial‑services firm.
• Strong organizational skills and follow‑through.
• Experience working with investment accounts, client reporting, statements, or financial documentation.
• Strong written and verbal communication skills.
• High attention to detail and comfort handling confidential client information.
• Ability to manage multiple requests and deadlines independently.
• Strong Microsoft Excel, Word, PowerPoint, and CRM skills.

Preferred

• Experience supporting Relationship Managers, financial advisors, or institutional client teams.
• Familiarity with separately managed accounts, advisory relationships, custodial platforms, Salesforce, or performance‑reporting systems.
• Experience responding to audit, compliance, or recurring client‑data requests.

ABOUT F/m INVESTMENTS

F/m Investments is a $19 billion independent asset management firm headquartered in Washington, DC. We've built a reputation for challenging industry conventions—from the US Benchmark Series that transformed Treasury access to the Compoundr ETFs that rethink tax efficiency. Our mission is straightforward: solve real portfolio problems with innovative products built on integrity, simplicity, and transparency.

We move fast, think differently, and believe fixed income doesn't have to be boring.