Client Service Associate - Greenbelt, MD
Advisor Talent Solutions•Greenbelt, MD
•$65,000 - $85,000•Onsite
About The Position
Stuart Financial Group, a boutique and independent financial and legacy planning firm serving retirees and soon-to-be retirees in the greater DC Metro area, is seeking an experienced Client Service Associate. 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.
Requirements
- 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
Nice To Haves
- 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
Responsibilities
- 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
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
