Client Service Advisor [HT-1019684]
About The Position
The Chamberlin Group is seeking a Client Service Advisor who takes pride in helping clients navigate their financial future with clarity and confidence, becoming the trusted point of contact they rely on every day. This role thrives in a fast-paced, detail-driven environment where strong organization, responsiveness, and follow-through are essential. The Client Service Advisor will be the engine behind the client experience, managing details, tracking progress, and keeping everything aligned. This is a proactive, self-starter role within a collaborative team, focused on continuous improvement and delivering exceptional service. The ideal candidate is a natural leader, a transparent and effective communicator, possesses experience-based confidence, high integrity, and is a natural relationship builder. This person brings structure to client relationships, ensuring financial plans stay on track and client interactions are thoughtful and professional, fostering long-term relationships that define the firm's success.
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 the primary point of contact for clients after onboarding, coordinating communications and resolving issues.
- Conduct annual client review meetings and provide updates and progress reports to clients 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
