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

$75k - $85k

247Protas

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). #J-18808-Ljbffr 247Protas

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