Client Services Associate

At Covenant Wealth Advisors, we help people who've spent decades building their savings retire with confidence. We're a fee-only, fiduciary investment advisory firm — which simply means our clients pay us directly and we're legally obligated to put their interests first, always. No commissions, no product sales, no conflicts. We're a close-knit team that takes the work seriously without taking ourselves too seriously. We believe in doing things right the first time, backing decisions with data, and celebrating the people who make the details happen. And we're growing — which is where you come in. Position Summary Behind every smooth client experience is someone who made it look easy. That's this role. As our Client Service Associate, you'll own the operational engine of the firm: opening new accounts, moving assets and money securely, and keeping every client record accurate and current. You'll work daily in Fidelity and Schwab's advisor platforms and our CRM (Wealthbox), making sure every transaction is right, on time, and fully documented. This is a behind-the-scenes operations role — not an advisory or sales position — based in our Richmond or Williamsburg office. You'll report to our Client Service Manager and work hand-in-hand with our advisory team, who will know your name and appreciate your work. When you catch the error nobody else saw, people here notice. What You'll Do Open new client accounts and shepherd them from paperwork to funded, using Fidelity Wealthscape and Schwab Advisor Center Manage account transfers (ACATS) and rollovers from start to finish — tracking progress, clearing hold-ups, and keeping things moving Process wire transfers, journals, ACH transactions, and distributions with care, following our verification and security protocols Keep client accounts current: beneficiary updates, address and registration changes, banking instructions, and document management Run our operational workflows in Wealthbox CRM, logging client interactions and service activity so nothing falls through the cracks Monitor daily custodial alerts and either resolve them or raise your hand — you'll never be left guessing Respond to routine client requests by phone and email with warmth and professionalism Meet regularly with your manager to prioritize the week, share status, and flag anything that needs attention Spot ways to make our processes better — and speak up. We run on a structured meeting rhythm where every team member's ideas get heard and acted on What You Bring Required 1+ years of financial services operations experience, ideally at an RIA, wealth management firm, or broker-dealer Experience across both back-office and front-office operations for a financial advisory firm Exceptional attention to detail — you're the person who catches it before it becomes a problem Strong organizational, written, and verbal communication skills A genuine team player who communicates proactively Proficiency with Microsoft Office/365 Ability to pass a background check Nice to Have Hands-on experience with Fidelity (Wealthscape) and/or Schwab (Advisor Center) Experience with Wealthbox or a comparable advisor CRM Familiarity with MoneyGuidePro, Tamarac, or DocuSign Bachelor's degree in business, finance, or a related field Series 65 — a plus, not a requirement (we'll sponsor you if you want to earn it) Who Thrives Here You take real pride in accuracy — not because someone's checking, but because that's who you are. You handle confidential information with discretion, stay steady when priorities shift, and like being part of a team where doing right by the client is the whole point. You're coachable, you ask good questions, and you'd rather flag a concern early than hope it works out. If you've been the dependable operations person at your firm — the one advisors trust to just handle it — we'd love to meet you. Base salary of $55,000–$65,000, based on experience Discretionary quarterly performance bonus Full benefits package A team that invests in your growth, including licensing sponsorship if you want it Physical & Work Requirements This role requires the ability to operate a computer for extended periods, communicate effectively verbally and in writing, and occasionally lift up to 20 pounds. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of this role. #J-18808-Ljbffr