Onboarding CSA (Bethesda)

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