Client Service Associate

Seventy2 Capital Wealth Management; Culpeper (VA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k) match

Benefits package

Job summary

Seventy2 Capital Wealth Management in Culpeper seeks an experienced Client Service professional to support Financial Advisors in a fast-paced, entrepreneurial office. You will handle account servicing, client communications, and administration while building relationships and advancing toward advisory licensing opportunities.

Responsibilities include processing withdrawals, opening accounts, educating clients on services, and coordinating meetings.

Qualifications

• Bachelor’s degree or equivalent experience is required.
• Excellent verbal and written communication skills are essential.
• Dedicated work ethic and strong organizational abilities are required.
• Able to work independently with minimal supervision and attention to detail.
• Preferred 2+ years supporting a Registered Investment Advisor or financial services firm.
• Working knowledge of money movements, ACH and wire transfers.
• Series SIE, 7 & 63 licenses preferred or ability to obtain in the future.

Responsibilities

• Account Servicing including processing withdrawals, beneficiary updates, and address changes.
• Prepare required paperwork and facilitate client account opening.
• Administrative duties including answering client calls, mailings, and system updates.
• Educate clients on account services and how to read statements and use Online Services.
• Maintain client communication across channels (emails, newsletters, gifts) to strengthen relationships.
• Support senior advisors and team administrators; identify development needs.

Skills

Verbal communication

Written communication

Attention to detail

Organizational skills

Independent work

Customer service

Education

Bachelor’s degree or equivalent experience

Series SIE license preferred

Series 7 & 63 licenses preferred

Valid driver’s license

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 Culpeper 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 include, but are not limited to:

• 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:

• Bachelor’s degree or equivalent 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.
• Series SIE, 7 & 63 licenses preferred or ability to obtain Series SIE, 7 & 63 in the future.
• Valid driver’s license

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