# Client Service Associate

> Cooperidge Consulting Firm · Towson, United States · Full-time · Posted 2026-01-07

**Salary:** USD 60,000–80,000

**Workplace:** on_site

**Department:** Sales & Finance Professionals

## Description

Cooperidge Consulting Firm is seeking a **Client Service Associate** for a top **Boutique RIA (Registered Investment Advisor)** in Towson, MD.

This critical operational role manages the full client lifecycle, from sophisticated onboarding and account opening to complex service requests and office operations. Working within a warm, collaborative, and close-knit team, the Associate ensures that brokerage accounts, 529 plans, and annuities are established and funded with 100% accuracy. The ideal candidate is a "fintech-savvy" professional who thrives in a small-office environment and is passionate about process improvement and high-touch client advocacy.  
  
Job Responsibilities

-   **Client Onboarding:** Direct the full intake process, including distributing and tracking forms, verifying information, and ensuring accounts are properly transferred and funded.
-   **Account Management:** Open new brokerage accounts, 529 plans, and annuities; set up online portal access and confirm delivery of all regulatory notices.
-   **Service & Support:** Coordinate beneficiary updates, address changes, and asset movements; troubleshoot client portal issues and manage all service items to completion.
-   **Technical Operations:** Maintain and update client data within CRM and portfolio systems; work directly with custodians, broker-dealers, and insurance carriers to resolve complex issues.
-   **Practice Optimization:** Implement and document office procedures; oversee client billing reconciliation and ensure billing accuracy with the broker-dealer.
-   **Compliance Support:** Manage advisor licensing and registration processes and serve as the primary point of contact for broker-dealer audits.
-   **Advisory Partnership:** Partner closely with advisors to ensure timely follow-ups and provide administrative backup as needed to maintain high service standards.

## Requirements

### Education

-   Bachelor’s degree preferred, ideally in Finance or a related business field.

### Experience

-   **Minimum of three (3) to five (5) years of RIA or broker-dealer operations experience** within a financial advisory practice.
-   Proven experience in account opening, asset transfers, and distribution processing.
-   Experience working in a small-office environment is highly preferred.

### Skills & Technology

-   **Fintech Proficiency:** Familiarity with platforms such as **Wealthscape, Redtail, eMoney, PreciseFP, and Albridge** is ideal.
-   **Technical:** Strong proficiency in Microsoft Office (Word, Excel, PowerPoint) and Adobe PDF editing tools.
-   **Attributes:** High ethical standards, strong problem-solving mindset, and a commitment to absolute confidentiality.
-   **Soft Skills:** Personable, collaborative, and intellectually curious with a focus on continuous growth.

## Benefits

-   Comprehensive health, vision, and dental insurance plans
-   Life insurance coverage
-   401(k) retirement plan with company matching contributions
-   Paid time off including vacation, sick leave, and holidays
-   Opportunities for career growth and advancement

## Apply

[Apply at Cooperidge Consulting Firm](https://apply.workable.com/cooperidge-consulting-firm/j/317564657B/apply)

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