Client Service Asociate at Ritholtz Wealth Management

Ritholtz Wealth Management is hiring a Client Service Associate in the Charlotte area for a hybrid role involving regular travel to the office. The position supports client relationships by processing requests, resolving inquiries, coordinating brokerage account onboarding, updating account information, and completing CRM and administrative tasks. Candidates should have at least one year of experience at an RIA or wealth management firm, experience with major custodians, strong computer skills, and strong communication abilities; a bachelor's or associate degree is preferred. The role offers an annual base salary of $65,000–$90,000 plus benefits.