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)
Numbers & Facts
Location
Towson, Maryland
Salary
$75,000–$85,000 Per Year
Skills
Annuitiesunmatched
Brokerageunmatched
Customer Support/Serviceunmatched
Financial Servicesunmatched
Onboardingunmatched
Record Keepingunmatched
Registered Investment Advisor (RIA)unmatched
Rich Internet Application (RIA)unmatched
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