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Client Services Specialist – Financial Planning & Onboarding
Job in
Greenbelt, Prince George's County, Maryland, 20771, USA
Listed on 2026-07-13
Listing for:
Stuart Financial Group
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Job Description & How to Apply Below
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.
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