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

247Protas

  • Towson, Maryland
  • 12 days ago

    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

    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)

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