Skip to main content
Loading
loadingbar
Loading, Please wait..!!

Wealth Ops Associate – Client Services (Back Office)

  • Job type Posted on: Jul 22, 2026
  • Experience level Covenant Wealth Advisors
  • Employment type Richmond, Virginia
  • Employment type Onsite
  • Salary Full-time

Point Apply Here APPLY LATER

Curious about compensation?

Explore the historical salary trends, average pay, and estimated compensation for Wealth Ops Associate – Client Services (Back Office) roles in Virginia.

View Salary Guide →

Job Title :

Wealth Ops Associate – Client Services (Back Office)

Job Type :

Full-time

Job Location :

Richmond Virginia United States

Remote :

No

Jobcon Logo Job Description :

Covenant Wealth Advisors in Richmond or Williamsburg is seeking a Client Service Associate to own the operational engine of the firm. You will open new accounts, move assets securely, and keep client records accurate while working in Fidelity Wealthscape, Schwab Advisor Center, and Wealthbox. This is a behind-the-scenes role, not advisory; requires 1+ year in financial services ops, keen attention to detail, strong communication, and a proactive, team-driven mindset. #J-18808-Ljbffr

Jobcon Logo Position Details

Posted:

Jul 22, 2026

Reference Number:

14660_F64B0D59C87C8A86A0CEDF855E903C7B

Employment:

Full-time

Salary:

Not Available

City:

Richmond

Job Origin:

APPCAST_CPC

Share this job:

  • linkedin

Jobcon Logo
A job sourcing event
In Dallas Fort Worth
Aug 19, 2017 9am-6pm
All job seekers welcome!

Wealth Ops Associate – Client Services (Back Office)    Apply

Click on the below icons to share this job to Linkedin, Twitter!

Covenant Wealth Advisors in Richmond or Williamsburg is seeking a Client Service Associate to own the operational engine of the firm. You will open new accounts, move assets securely, and keep client records accurate while working in Fidelity Wealthscape, Schwab Advisor Center, and Wealthbox. This is a behind-the-scenes role, not advisory; requires 1+ year in financial services ops, keen attention to detail, strong communication, and a proactive, team-driven mindset. #J-18808-Ljbffr

Loading
Please wait..!!