Wealth Management Client Services Associate | Growth Path

Seventy2 Capital Wealth Management; Chesapeake (VA); On-site; USD 52,000 - 72,000; 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

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.