What are the responsibilities and job description for the Client Service Advisor position at The Chamberlin Group?
Client Service Advisor
📍 St. Louis, MO | 💵 $75K-$95K base 20% bonus potential| 🕒 Full-time
The Chamberlin Group is seeking a financial services professional with a focus on developing and maintaining strong, consistent, advisor-client relationships. The Client Service Advisor will ensure that financial plans are properly managed, maintained, and executed with care and precision. The Client Service Advisor will have access to administrative support to assist with the more routine paperwork, processing, and account management functions.
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, 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.
- 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
- Candidates must have 3 years of direct client service or sales experience in the insurance or securities industry. Internal candidates will be given additional consideration.
- Series 65, Life Insurance and Health Insurance licenses preferred or must obtain within 90 days of employment.
- 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 3 months)
- 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.