Client Service Associate

Stuart Financial Group; Greenbelt (MD); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

HSA with employer match

401(k) with employer match

Paid time off

Job summary

Stuart Financial Group in Greenbelt, MD, is seeking a Client Service Associate to join a boutique, independent firm serving retirees and near‑retirees in the DC Metro area. The role focuses on onboarding, ongoing service, and advisor support to deliver a high standard of client care.

You will build trusted relationships while handling account transfers, beneficiary updates, and complex service requests with precision and confidentiality.

Qualifications

• Bachelor’s degree in business, finance, economics, or related field is required.
• 3+ years in client service or related industry experience.
• Series 65 or willingness to obtain within 3–6 months.

Responsibilities

• Serve as a primary point of contact for client service requests with professionalism and warmth.
• Deliver a seamless onboarding experience for new clients and ensure personalized attention.
• Build trusted client relationships while delivering a high-touch service experience.
• Manage incoming client calls and coordinate timely resolution of requests and inquiries.
• Maintain accurate documentation and client notes within the CRM (Wealthbox).
• Support advisors by preparing for client meetings and ensuring a seamless client experience.
• Coordinate and monitor account transfers from submission through completion.
• Process service requests including beneficiary updates, withdrawals, account maintenance, and annuity reallocations.
• Review applications and paperwork for completeness before submission.
• Prepare issued business for delivery and client follow-up.
• Assist with new business processing and operational workflows.
• Prepare client review materials and account summaries for upcoming meetings.

Skills

CRM proficiency

Microsoft Office

Strong communication

Self-starter

Education

Bachelor’s degree in business/finance/economics or related field

Tools

Wealthbox CRM

Fidelity Custodial platform

RightCapital

Holistiplan

Job description

Stuart Financial Group based in Greenbelt, MD, is a boutique and independent financial and legacy planning firm exclusively serving retirees and soon-to-be retirees in the greater DC Metro area.

We are seeking an experienced Client Service Associate to join our team. This role is ideal for a polished professional who thrives in a fast-paced environment and enjoys building long-term client relationships.

The Client Service Associate serves as a key part of the client journey—from onboarding and asset transfers to ongoing service and advisor support—helping ensure every client interaction reflects the high standards of our firm.

What you’ll do:

• Serve as a primary point of contact for client service requests with professionalism, warmth, and responsiveness
• Deliver a seamless onboarding experience for new clients, ensuring personalized attention and exceptional service at every step
• Build trusted relationships with clients while delivering a high-touch service experience
• Manage incoming client calls and coordinate timely resolution of requests and inquiries
• Maintain accurate documentation and detailed client notes within the CRM system (Wealthbox)
• Support advisors by preparing for client meetings and ensuring a seamless client experience
• Coordinate and monitor account transfers from submission through completion
• Process service requests including beneficiary updates, withdrawals, account maintenance, and annuity reallocations
• Review applications and paperwork for completeness and accuracy before submission
• Prepare issued business for delivery and client follow‑up
• Assist with new business processing and operational workflows
• Prepare client review materials and account summaries for upcoming meetings

What We’re Looking For:

• Bachelor’s degree in business, finance, economics, or related field
• 3+ years in client service or related industry experience
• Series 65 or willing to obtain within 3-6 months
• Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM systems
• Exhibits meticulous attention to detail and a commitment to accuracy
• Self‑starter who takes initiative and works well independently
• Excellent communication; written and verbal, professional and well spoken
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time‑sensitive tasks
• Skilled in building strong, trust‑based relationships with clients by providing attentive, personalized service and guidance
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Bonus Points:

• Maryland Insurance License preferred
• Experience with Fidelity Custodial platform is a plus
• Experience with RightCapital, Holistiplan and Wealthbox or similar financial planning software is preferred

What You’ll Get:

• $65,000 – $85,000/year, based on experience + bonus potential
• 100% firm paid medical and dental insurance for employee after 60 days
• Health Savings Account with 50% employer match after 60 days
• Safe Harbor 401(k) with 100% employer match up to 6% of salary after 6 months
• Paid Time Off + 9 paid holidays

Schedule:

• In office: Monday – Thursday, 8:30am – 5:00pm