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)