What are the responsibilities and job description for the Client Service Advisor position at The Chamberlin Group?
Company Description
The Chamberlin Group is a holistic planning firm dedicated to simplifying the complexities of personal financial management through a streamlined four-step process. The firm provides comprehensive solutions to address a wide range of client financial needs. As an organization committed to client success, The Chamberlin Group offers expert guidance tailored to meet individual goals. Learn more about the firm and its services at www.chamberlin-group.com. Investment advisory services are offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
Key Responsibilities
Client Service Administration
- Manage and track all aspects of the client onboarding process, including: client paperwork, transferring and tracking client funds, answering questions, and providing support.
- Once new clients are onboarded, serve as primary point of contact for clients, coordinating communications and resolving issues that arise.
- Conduct annual client review meetings and provide updates and progress reports to clients throughout the relationship at routine intervals.
- Deliver and explain tax returns to clients, prepared by Enrolled Agents.
- Maintain a strong, consistent, advisor-client relationship for long-term plan success, focused on client retention and referral generation.
- Source and close new business opportunities with existing clients, as opportunity arises.
Administrative
- Maintain accurate records and notes in HubSpot, Right Capital, Schwab, and Fidelity.
- Manage transactions and other client issues.
- Assist with ad hoc trades and distributions on client accounts.
- Review, research, and correct paperwork, as needed.
- Ensure accounts are in good order, along with transfers and investments, in a timely and accurate manner.
- Effectively communicate our fundamental investment strategies and company policies to clients.
- Attend internal training opportunities and company off-site events.
Licensing, Skills, and Experience
- Candidates must have 3 years of direct client service or sales experience in the insurance or securities industry.
- College degree preferred.
- Series 65, Life, and Health Insurance licenses preferred or must obtain within 90 days of employment.
- Detail-oriented, self-starter with excellent communication, organizational, and client service skills.
- HubSpot and Right Capital experience a plus.
Compensation & Benefits
- $75K - $95K 20% bonus potential
- Medical, Dental, Vision, 15 Days of Vacation, 10 Days of Sick Leave, and 16 paid Holidays
- 401(k) with 3% company contribution (after 3 months)
Key Differentiators for The Chamberlin Group
- Small, friendly, and fun environment.
- Advisors are provided with qualified leads.
- Highly collaborative and supportive work environment.
- Outstanding office space/tech suite.
- Work with clients nationwide.
- Ongoing training/development.