Seventy2 Capital, a fast‐growing wealth management practice headquartered in Bethesda, MD, is committed to helping clients identify their financial goals and develop comprehensive strategies to turn those expectations into reality. We strive to build the highest level of trust by providing exemplary service and serving as a reliable partner to build, preserve, and grow their financial legacy. This hybrid role blends new‐hire onboarding, client service excellence, and operational support. The ideal candidate is a detail‐driven, people‐centered professional who thrives in a fast‐paced environment and enjoys creating structured, welcoming experiences for both employees and clients. They bring strong organizational skills, polished communication, and a natural ability to build rapport. They are proactive, resourceful, and comfortable coordinating across HR, IT, Financial Advisors, and leadership to help ensure seamless experiences.
Key Responsibilities
Onboarding & Employee Experience:
Assist in Managing all pre‐boarding tasks for transitioning Financial Advisors, including paperwork, background checks, system access, and equipment requests.
Collaborate closely with HR, IT, and hiring managers to help ensure seamless onboarding workflows.
Maintain accurate onboarding documentation and help ensure compliance with company policies.
Monitor new‐hire feedback, identify gaps, and recommend improvements to strengthen the onboarding journey.
Evaluate onboarding workflows and implement best practices to increase efficiency and consistency.
Travel up to 50% during transition periods, with the ability to work extended days when needed.
Client Service & Advisor Support:
Process account servicing requests such as withdrawals, beneficiary updates, and address changes.
Prepare and facilitate client account opening paperwork.
Educate clients on accounting services and capabilities (e.g., statements, online services, paperless options).Maintain proactive communication with clients, including milestone outreach and research newsletters.
Build strong relationships with clients by consistently providing the highest level of service.
Support Financial Advisors with daily operational needs and serve as a professional, reliable point of contact.
Assist with client meeting preparation, greeting clients, and ensuring a polished in‐office experience.
Track anticipated checks and money movement arriving via mail.
Make travel arrangements including flights, cars, hotels, and restaurant reservations.
Administrative & Operational Excellence:
Answer client calls, manage mailings, and perform system updates.
Provide backup support to other CSAs as needed.
Prioritize tasks by urgency and importance while maintaining a high level of professionalism.
Respond flexibly to changes in direction or shifting priorities.
Contribute to team results by accomplishing related tasks as needed.
Required Skills & Qualifications1–3 years of experience in wealth management, onboarding, client service, or account opening.
Strong communication and technology skills.
High attention to detail and organizational excellence.
Ability to manage multiple onboarding cycles and client service tasks simultaneously.
Ability to quickly become proficient in opening accounts.
Warm, approachable, and service‐oriented demeanor.
Bachelor's degree or equivalent experience.
Ability to work independently with minimal supervision and maintain strong attention to detail.
Preferred Qualifications:
Experience developing onboarding programs or training materials.
Knowledge of compliance requirements related to hiring, onboarding, and client service.
Background in process documentation or workflow design.2+ years supporting a Registered Investment Advisor or financial services firm.
Working knowledge of money movements, ACH, and wire transfers.
FINRA SIE, 7 & 63 registrations preferred or willingness to obtain them.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Seventy2 Capital Wealth Management is a separate entity from WFAFN.FiNet Approval Number: 5967529
