RIA Client Onboarding & Accounts Specialist
$75k - $85k247Protas
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. #J-18808-Ljbffr 247Protas
Vacancy posted 12 hours ago
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