Client Service Advisor

The Chamberlin Group • St. Louis, MO

3h • $75,000 - $95,000

About The Position

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.

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.

Requirements

• 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.

Nice To Haves

• HubSpot and Right Capital experience a plus.

Responsibilities

• 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.

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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level