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NFP Corp

Annapolis / Global

Client Onboarding & Service Associate

  • $50.000 - $78.000

Job Summary

Salary Range:
$50.000 - $78.000
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Job Description

NFP Corp is seeking a Client Service Associate based in Annapolis, Maryland. In this role, you will support advisor teams and clients through account operations, onboarding, and ongoing maintenance. Additionally, you'll develop foundational technical knowledge while managing custodial inquiries and ensuring the accuracy of all custodian work.

The ideal candidate will possess a Bachelor’s degree in Finance or Economics, relevant experience in the financial services industry, and strong proficiency with Microsoft Office Suite. The position offers a competitive salary, PTO, 401(k) with match, and additional performance-based incentives.

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