What are the responsibilities and job description for the Client Services Associate position at Seventy2 Capital Wealth Management?
Company Description
Seventy2 Capital Wealth Management is a client-focused, growth-oriented practice dedicated to helping clients achieve their financial goals. Partnered with Wells Fargo Advisors Financial Network, the firm combines the independence of a boutique firm with the resources of a large institution. With a “can do, will do” attitude, Seventy2 Capital prioritizes exceptional service and optimized outcomes for clients. The team is comprised of talented professionals driven by a shared commitment to excellence in wealth management.
Role Description
This is a full-time, onsite role for a Client Services Associate based in Bethesda, MD, with some flexibility for remote work. The Client Services Associate will support the daily operational needs of the wealth management team, including resolving client inquiries, managing client accounts, preparing reports, and supporting financial advisors in delivering comprehensive client solutions. The individual will engage with clients to ensure a superior customer service experience, manage account documentation, and perform administrative tasks efficiently.
Qualifications
- Strong skills in Client Services, Customer Support, and Customer Service
- Excellent verbal and written Communication skills
- Basic understanding of Finance concepts and a commitment to expanding financial knowledge
- Attention to detail, organizational skills, and the ability to manage multiple tasks
- Proficiency in Microsoft Office Suite and familiarity with CRM systems
- Ability to work independently and collaboratively in a hybrid work environment
- Bachelor’s degree in finance, business, or a related field is preferred
- Previous experience in the financial services or wealth management industry is a plus
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