Client Service Associate

Seventy2 Capital Wealth Management; Chesapeake (VA); On-site; Full time

Benefits offered by this job

Competitive compensation

Strong benefits package

401(k) match

Job summary

A wealth management firm in Chesapeake, VA is seeking a Client Service professional to enhance client relations and provide exceptional service. This role involves processing account transactions, facilitating account openings, and educating clients about services. Candidates should possess strong communication skills and ideally have experience supporting financial advisors. The position presents opportunities for advancement and offers a robust benefits package including a 401(k) match, aimed at fostering professional growth in a dynamic environment.

Qualifications

• Excellent verbal and written communication skills.
• Dedicated work ethic and strong organizational abilities.
• Able to work independently with minimal supervision, prioritize projects and requests, and sustain a high level of attention to detail.
• Preferred 2+ years of experience supporting a Registered Investment Advisor or financial services firm.
• Working knowledge of money movements, ACH and wire transfers.
• FINRA SIE, Series 7 & 63 registrations preferred or ability to obtain Series SIE, 7 & 63 in the future.

Responsibilities

• Account servicing such as processing withdrawals, beneficiary updates, and address changes.
• Prepare required paperwork and facilitate client account opening.
• Answer client calls and perform administrative responsibilities.
• Educate clients on account services and capabilities.
• Leverage communication channels to keep in touch with clients.
• Provide the highest level of customer service to build client relationships.
• Track anticipated checks and money movement arriving via mail.
• Make travel arrangements including flights and hotel bookings.

Job description

Seventy2 Capital, a fast-growing wealth management practice Headquartered in Bethesda, MD, is committed to working with our clients to identify their financial goals and develop a comprehensive, financial strategy that can turn those expectations into reality. We endeavor to build the highest level of trust with our clients by providing exemplary service, and serving as a reliable partner to build, preserve and grow their financial legacy.

We are seeking to hire an experienced Client Service professional for our Chesapeake, VA office. This is a unique opportunity for someone looking to work in a fast-paced, energetic environment and grow their skills and experience by learning from an accomplished, entrepreneurial executive and leader. Desired characteristics of this person include: high energy, driven, detail oriented and personable. This person will be work with the Financial Advisors on a daily basis and is expected to handle a variety of tasks at any given time with discretion and a high level of professionalism. This position offers opportunity for advancement to other areas within the practice, including but not limited to, establishing a career as a licensed Financial Advisor. The company culture is outstanding, in that it is forward-thinking, entrepreneurial, thoughtful, and positive.

Responsibilities

• Account Servicing such as processing withdrawals, beneficiary updates, address changes, etc.
• Prepare required paperwork and facilitate client account opening.
• Administrative Responsibilities including answering client calls, mailings, and system updates.
• Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, RMA cards, etc.).
• Leverage various communication channels to keep in touch with clients (e.g., send out birthday and milestone gifts/cards, e‑mail research newsletters).
• Building relationships with our client base by consistently providing the highest level of customer service.
• Proactively develop self to continuously improve knowledge, skills and credentials and communicate development needs to Senior Financial Advisor or Team Administrator as applicable.
• Work to continually refine presentation materials to improve client experience.
• Provide back up to other CSAs with phone, paperwork etc. as needed
• Track anticipated checks and money movement arriving via mail
• Make travel arrangements including booking flights, cars, and hotel or restaurant reservations.
• Prepare for & greets clients for meetings in the office.
• Prioritize tasks by importance/level of urgency.
• Exhibit polite and professional communication via phone, e‑mail, and written.
• Ability to be flexible and respond to changes in direction or focus of tasks at hand.
• Contribute to team results by accomplishing related results as needed.

Education and Experience

• Excellent verbal and written communication skills.
• Dedicated work ethic and strong organizational abilities.
• Able to work independently with minimal supervision, prioritize projects and requests, and sustain a high level of attention to detail.
• Preferred 2+ years of experience supporting a Registered Investment Advisor or financial services firm.
• Working knowledge of money movements, ACH and wire transfers.
• FINRA SIE, Series 7 & 63 registrations preferred or ability to obtain Series SIE, 7 & 63 in the future.

40 hours per week.Competitive compensation with strong benefits package and 401(k) match.