Client Service Associate (RIA) $75K–$85K – Towson, MD | Apply Now
Job in
Towson, Baltimore City, Maryland, 21286, USA
Listed on 2026-08-06
Listing for:
247Protas
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Client Service Associate (RIA)
Location:
Towson, MD
- 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.
- 3 to 5 years of RIA or broker-dealer operations and client service experience within a financial advisory practice.
- Familiarity with Wealthscape, Redtail, eMoney, , Precise FP, and Albridge.
Competitive pay ($75,000–$85,000/year).
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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