RIA Client Experience Specialist

A prominent consulting firm in Towson, MD, is seeking a Client Service Associate to manage the complete client lifecycle, ensuring accuracy and efficiency in brokerage accounts and related services. The ideal candidate has 3-5 years of experience in RIA or broker-dealer operations, is proficient with fintech platforms, and possesses strong problem-solving and collaborative skills. This role offers comprehensive benefits and opportunities for career growth within a supportive team environment. #J-18808-Ljbffr