RIA Client Onboarding & Accounts Specialist

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

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.