Wealth Management Analyst

Our client, a growing asset and wealth management firm in Maryland, is looking to add a Client Service Analyst to its team. The firm is experiencing strong growth and an influx of new client accounts and is looking for someone with an RIA background to support its client servicing and day-to-day operations.Responsibilities Include:Supporting the onboarding and setup of new client accountsServicing new and existing advisor/client relationshipsMaintaining and updating client and account informationSupporting account workflows, data management, and reportingCoordinating with internal teams to resolve account and operational requestsAssisting the team with day-to-day client service and operational needsRequirements:Must have previous experience working within an RIA (Registered Investment Advisor)Experience in client service, wealth management, investment operations, or a related functionExperience with Orion is a strong plus, but not requiredStrong written and verbal communication skillsExcellent attention to detail and organizational skillsComfortable working in a fast-paced, growing environmentMust be able to work onsite in Maryland 5 days per week