Client Service Associate

Location: RVA Wealth Management, Glen Allen, VA

Type: Full-time, in-office

Position Summary:

This role sits at the center of the firm’s client experience and daily operations, blending client service, administrative execution, office management, and marketing support. As a key operational partner, you ensure that client interactions, internal workflows, and communications are handled with precision, consistency, and care.

You play a critical role in delivering a high-touch, personalized experience - bringing structure, follow-through, and professionalism to every detail. From coordinating onboarding and managing paperwork to maintaining organized, compliant processes, you create a calm and seamless environment that allows advisors to focus on strategy and long-term client outcomes.

In addition, you support office logistics and collaborate with leadership on marketing initiatives, events, and communications that strengthen relationships and drive the firm’s growth.

Key Accountabilities:

1. Deliver responsive, high-quality client service

2. Manage office operations and administrative workflows

3. Coordinate client onboarding and ensure paperwork accuracy

4. Support scheduling, meeting preparation, and follow-up

5. Execute marketing and communications activities

6. Maintain a professional, welcoming office environment

Success Metrics:

• Client requests are responded to promptly and resolved accurately
• Daily office operations run smoothly with minimal disruptions
• Onboarding and paperwork are completed accurately and on time
• Advisors are supported through organized scheduling, meeting prep, and timely follow-up
• Clients and visitors experience a polished, welcoming, and well-prepared office
• Marketing activities are executed consistently and reflect the RVA brand
• Operational bottlenecks are reduced through strong systems, tracking, and follow-through
• The firm’s presence is consistently elevated across client communications and events

Requirements:

Qualifications:

• 3+ years of experience in a client service, administrative, or office operations role
• Notary Public (preferred)
• Relevant certifications are a plus (e.g., HubSpot Social Media Certification, Office Administration Certificate)
• Experience with custodian platforms (e.g., Fidelity, Schwab) is preferred

Compensation:
$65,000-70,000

Company:

Why Join Us

At RVA Wealth Management, we believe success starts with a strategy—and that great service is a team effort. You’ll be part of a close-knit, client-first firm where doing things the right way matters, and your work helps clients feel confident and supported.

• Do meaningful work—your attention to detail helps clients experience a smooth, high-touch process.
• Join a collaborative team that values relationships, clear communication, and follow-through.
• Enjoy variety in your role while staying grounded in one goal: an exceptional client experience.
• Work in a professional environment built on integrity, discretion, and doing what’s best for the client.
• Grow with us—help improve processes, take ownership, and expand your impact as the firm continues to build for the future.

Core Competencies:

Ideal Candidate Profile:

• Highly organized and detail-driven, with a strong commitment to accuracy and quality
• Service-oriented, with the ability to communicate clearly, professionally, and with genuine warmth
• Accountable and dependable—takes ownership, follows through, and consistently closes the loop
• Maintains composure under pressure; effectively prioritizes and manages competing demands
• Process-minded, with the discipline to follow established workflows and the judgment to improve them thoughtfully
• Technically comfortable with administrative systems (CRM, scheduling, document management) and standard office tools
• Adaptable in supporting marketing efforts, including communications, social media, and event coordination
• Collaborative and team-focused, building strong partnerships across advisors and staff

Benefits and Compensation:

Salary and Benefits:

• Competitive Salary
• Generous PTO, Company Holidays & Charitable Workday
• Health, Dental and Vision Insurance with company stipend
• 401(k) + Safe Harbor contribution
• Company-sponsored Short-term and Long-term Disability + Life Insurance
• Voluntary Life Insurance, Accident, Cancer and Critical Care coverage for you and your dependents
• Dependent Care FSA, Medical FSA and HSA with qualifying medical plans
• Parental Leave