Client Service Specialist - Wealth Management Support (DC)

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 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.