About this role
Client Service Associate - Greenbelt, MD at Stuart Financial Group. Location: Greenbelt, Maryland, United States. Role: serving clients, managing onboarding, coordinating transfers Requirements: Bachelor's degree in business/finance/economics, 3+ years client service experience, Series 65 (or obtain within 3–6 months), proficiency with Microsoft Office and CRM, strong communication and attention to detail. Category: Customer Service Seniority: Mid Level Tools: Wealthbox, RightCapital, Holistiplan, Fidelity Custodial platform, Microsoft Office Suite Certifications: series 65, maryland insurance Commitment: Full Time Workplace: Onsite Languages: English