Cooperidge Consulting Firm ยท 1 day ago
Client Service Associate
Towson, Maryland, United States
Full-time
Onsite
New Grad, Entry LevelCooperidge Consulting Firm is seeking a Client Service Associate for a top Boutique RIA in Towson, MD. This critical operational role manages the full client lifecycle, ensuring brokerage accounts and service requests are handled with accuracy and efficiency.
Logistics & Supply Chain
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
Qualification
Required
Experience in client onboarding and account management
Strong attention to detail to ensure accuracy in account setup and funding
Ability to manage complex service requests and office operations
Proficiency in CRM and portfolio systems
Experience working with custodians, broker-dealers, and insurance carriers
Strong organizational skills to implement and document office procedures
Knowledge of compliance processes related to advisor licensing and registration
Ability to work collaboratively in a small-office environment
Passion for process improvement and high-touch client advocacy
Company
Cooperidge Consulting Firm
Our mission is to support our clients' success by delivering top-quality personnel, delivering a high level of customer service and driving innovation in the both the commercial and government contracting space.
Founded in 2020
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase