Client Service Associate

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.

• 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

• 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

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

• $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

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