What are the responsibilities and job description for the Registered Client Service Advisor position at The Chamberlin Group?
Registered Client Service Advisor
📍 St. Louis, MO | 💵 $75K-$95K base 20% bonus potential| 🕒 Full-time
The Chamberlin Group is seeking a registered financial services professional with a focus on developing and maintaining strong, consistent, advisor-client relationships. The Registered Client Service Advisor will ensure that financial plans are properly managed, maintained, and executed with care and precision.
We are a small financial planning and tax services firm, located in St. Louis, Missouri and serving clients nationwide since 2002. With a people-first culture built on integrity, gratitude, and community, we focus on helping our clients retire better.
Key Responsibilities
Client Service Administration
Licensing, Skills, and Experience
📍 St. Louis, MO | 💵 $75K-$95K base 20% bonus potential| 🕒 Full-time
We are a small financial planning and tax services firm, located in St. Louis, Missouri and serving clients nationwide since 2002. With a people-first culture built on integrity, gratitude, and community, we focus on helping our clients retire better.
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.
- 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.
- Actively and accurately update and maintain CRM records and notes.
- Maintain accurate records in HubSpot, Right Capital, Schwab, and Fidelity.
- Manage transactions and other client issues.
- Ensure all time-sensitive tasks are completed as promised, without fail.
- 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
- Series 65, Life Insurance, and Health Insurance licenses required.
- 3 years in financial services.
- College degree preferred.
- Detail-oriented self-starter with effective communication, organizational, and client service skills.
- HubSpot and Right Capital experience a plus.
- $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 1 year)
- 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.