Client Service Associate (RIA) $75K–$85K – Towson, MD | Apply Now

247Protas

  • Towson, Maryland
  • 30+ days ago
  • $75,000–$85,000 Per Year

Highlights

Responsibilities:- Manage the full client onboarding process including distribution and tracking of intake forms- Open new accounts for new and existing clients including brokerage accounts, 529 plans, and annuities- Verify client information and maintain accurate internal records Requirements:- 3 to 5 years of RIA or broker-dealer operations and client service experience within financial advisory practice- Familiarity with Wealthscape, Redtail, eMoney, Wealth- com, Precise FP, and Albridge Apply now with 24/7 PT! Compensation:- Competitive pay ($75,000–$85,000/year)

Numbers & Facts

LocationTowson, Maryland
Salary$75,000–$85,000 Per Year

Description

Now Hiring: Client Service Associate (RIA) in Towson, MD!Apply now with 24/7 PT. Responsibilities:- Manage the full client onboarding process including distribution and tracking of intake forms- Open new accounts for new and existing clients including brokerage accounts, 529 plans, and annuities- Verify client information and maintain accurate internal records Requirements:- 3 to 5 years of RIA or broker-dealer operations and client service experience within financial advisory practice- Familiarity with Wealthscape, Redtail, eMoney, Wealth- com, Precise FP, and Albridge Apply now with 24/7 PT! Compensation:- Competitive pay ($75,000–$85,000/year)

Similar Jobs

See more jobs