Client Services Specialist – Financial Planning & Onboarding
Listed on 2026-10-07
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Finance & Banking
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Customer Service/HelpDesk
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.
Consider building your career as a Client Services Specialist – Financial Planning & Onboarding at Stuart Financial Group.
The position is based in Greenbelt, MD, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 65.000 - 85.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Services Specialist – Financial Planning & Onboarding role in the description above.
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