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

247Protas; Towson (MD); On-site; USD 75,000 - 85,000; Full time

Job summary

A financial services company in Towson, MD is seeking a Client Service Associate. Responsibilities include managing client onboarding, opening new accounts, and ensuring client information accuracy. The ideal candidate should have 3 to 5 years of experience in RIA or broker-dealer operations and familiarity with financial software like Wealthscape and Redtail. The role offers competitive pay ranging from $75,000 to $85,000 annually.

Qualifications

• 3 to 5 years of RIA or broker-dealer operations and client service experience within a financial advisory practice.
• Familiarity with Wealthscape, Redtail, eMoney, Wealth.com, Precise FP, and Albridge.

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.

Skills

RIA or broker-dealer operations

Client service experience

Familiarity with Wealthscape

Familiarity with Redtail

Familiarity with eMoney

Familiarity with Wealth.com

Familiarity with Precise FP

Familiarity with Albridge

Job description

Client Service Associate (RIA)

Location: Towson, MD

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 a financial advisory practice.
• Familiarity with Wealthscape, Redtail, eMoney, Wealth.com, Precise FP, and Albridge.

Compensation

Competitive pay ($75,000–$85,000/year).