Client Service Associate (RIA) $75K-$85K - Towson, MD | Apply Now
247Protas, Towson, MD, United States
About the job Client Service Associate (RIA) $75K-$85K - Towson, MD | Apply Now
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)
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)