Client Service Advisor [HT-1019684]
About The Position
The Chamberlin Group is seeking a Client Service Advisor to be the engine behind the client experience, managing details, tracking progress, and keeping everything aligned. This is a highly administrative role focused on helping clients navigate their financial future with clarity and confidence, serving as the trusted point of contact they rely on every day. The ideal candidate is a proactive self-starter who thrives in a fast-paced, detail-driven environment, possesses strong organization, responsiveness, and follow-through, and enjoys being part of a collaborative team while bringing a competitive edge to continuously improve and deliver exceptional service. The role ensures every client experience reflects the firm's commitment to trust, clarity, and care by bringing structure to client relationships, ensuring financial plans stay on track and client interactions are thoughtful and professional.
Requirements
- 3+ years of face-to-face, direct client management experience.
- Series 65 license (or obtain within 90 days of employment.)
- Life and Health Insurance licenses (or obtain within 90 days of employment.)
- Demonstrated success supporting financial advisors in an administrative capacity.
- Proficiency using financial planning software.
- CRM system fluency.
Nice To Haves
- Sales or referral-based relationship experience.
- Familiarity with Schwab, Fidelity, or other custodian platforms.
- Experience working with RightCapital financial planning software.
- HubSpot CRM experience.
- College degree.
Responsibilities
- Manage and track all aspects of the client onboarding process, including: client paperwork, transferring and tracking client funds, answering questions, and providing support.
- Serve as primary point of contact for clients once onboarded, 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.
- Maintain ongoing communication with Lead Advisors regarding client accounts and relationship status.
- Serve as the primary point of contact for many client inquiries, coordinating communications and resolving issues when they arise.
- Occasionally attend client appointments alongside Lead Advisors to support the transition to the service team.
- 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.
Benefits
- Medical
- dental
- vision
- Life & AD&D insurance
- 15 vacation days
- 10 sick days
- 16 paid holidays
- 401k (3% match)
- Employee assistance program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
1-10 employees
