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)