Wealth Operations Specialist — Client Services

Covenant Wealth Advisors; Reston (VA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health, dental, vision benefits

401(k) retirement plan with match

Discretionary quarterly bonus

Licensing sponsorship if desired

Job summary

Covenant Wealth Advisors, based in Reston, VA, is hiring a Client Service Associate to own the firm's operational engine: opening new accounts, moving assets securely, and keeping client records accurate across Fidelity Wealthscape, Schwab Advisor Center, and Wealthbox.

This behind-the-scenes operations role supports the advisory team and reports to the Client Service Manager. A background in financial services operations and proficiency with MS Office are required.

Qualifications

• 1+ years of financial services operations experience at an RIA, wealth management firm, or broker-dealer.
• Experience across back-office and front-office operations for a financial advisory firm.
• Excellent attention to detail and strong written/verbal communication.
• Proactive team player with solid MS Office/365 skills and ability to pass a background check.

Responsibilities

• Open new client accounts and shepherd from paperwork to funded in Fidelity Wealthscape and Schwab Advisor Center.
• Manage account transfers (ACATS) and rollovers end-to-end, tracking progress.
• Process wires, journals, ACHs, and distributions with verification and security protocols.
• Keep client accounts current with beneficiary, address, and document updates.
• Run Wealthbox workflows and log client interactions to prevent gaps.
• Monitor custodial alerts and resolve or escalate as needed.
• Respond to routine client requests by phone and email with warmth and professionalism.
• Meet regularly with your manager to plan the week and flag issues.
• Suggest process improvements in a structured, collaborative environment.

Skills

Financial services operations

Back-office operations

Front-office operations

Attention to detail

Organizational skills

Communication skills

Team player

MS Office / Office 365

Education

Bachelor's degree in business or finance

Series 65 (bonus)

Tools

Fidelity Wealthscape

Schwab Advisor Center

Wealthbox CRM

MoneyGuidePro

Tamarac

DocuSign

Job description

Covenant Wealth Advisors, based in Reston, VA, is hiring a Client Service Associate to own the firm's operational engine: opening new accounts, moving assets securely, and keeping client records accurate across Fidelity Wealthscape, Schwab Advisor Center, and Wealthbox.

This behind-the-scenes operations role supports the advisory team and reports to the Client Service Manager. A background in financial services operations and proficiency with MS Office are required.