Client Service Associate 1099 / Remote Contractor

Capitol Family Office is a fully remote boutique financial advisory firm serving successful business owners, executives, and professionals. We combine deep expertise with high-touch service, using smart tech and fast execution to keep things moving and clients cared for.

We're looking for an experienced, proactive Client Service Associate to join our team. This is a fast-paced role supporting both firm partners, with a focus on day-to-day execution, administration, operations, and client service. You'll work especially closely with our Managing Partner, acting as her right hand.

Why This Role Matters

You'll be central to keeping the client experience seamless, ensuring forms are correct, follow-ups happen on time, accounts are opened properly, and client needs are taken care of efficiently. If you love owning a full tas...