Client Service Associate

RFG Advisory • Glen Allen, VA

5d • Onsite

About The Position

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. 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.

Requirements

• 3+ years of experience in a client service, administrative, or office operations role
• 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

Nice To Haves

• Notary Public
• Relevant certifications are a plus (e.g., HubSpot Social Media Certification, Office Administration Certificate)
• Experience with custodian platforms (e.g., Fidelity, Schwab)

Responsibilities

• Deliver responsive, high-quality client service
• Manage office operations and administrative workflows
• Coordinate client onboarding and ensure paperwork accuracy
• Support scheduling, meeting preparation, and follow-up
• Execute marketing and communications activities
• Maintain a professional, welcoming office environment

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees