Client Services Specialist – Financial Planning & Onboarding

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 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.