Client Service Specialist – Wealth Management

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 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.