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 por...