Client Service Advisor
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Job Location:
Saint Louis - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
About our Company
We are a people-first culture grounded in integrity gratitude and community. We believe in empowering our employees while fostering a collaborative environment where your ideas and team can thrive. Founded in 2002 The Chamberlin Group provides holistic retirement planning and tax preparation services.
Client Service Advisor - Job Summary
Serve as client relationship manager to our clients. Provide excellent support to clients and manage all aspects of client service. Ensure that every financial plan is properly managed maintained and executed with care and precision. Maintain a strong consistent advisor-client relationship for long-term success.
Education Experience and Skill Requirements
$75000 base salary plus bonus potential and a comprehensive benefits package including:
We are a people-first culture grounded in integrity gratitude and community. We believe in empowering our employees while fostering a collaborative environment where your ideas and team can thrive. Founded in 2002 The Chamberlin Group provides holistic retirement planning and tax preparation services.
Client Service Advisor - Job Summary
Serve as client relationship manager to our clients. Provide excellent support to clients and manage all aspects of client service. Ensure that every financial plan is properly managed maintained and executed with care and precision. Maintain a strong consistent advisor-client relationship for long-term success.
Education Experience and Skill Requirements
- Must have at least 4years of insurance/securities experience
- College degree preferred
- Must have Series 65 Life and Health Insurance Licenses
- Client-focused
- Excellent written and verbal communication skills
- Manages time and priorities well
- Personally accountable self-starter
- Consistent and process-oriented
- Attention to detail
- Follows through with commitments and responsibilities
- Familiarity with HubSpot and RightCapital highly preferred
- Familiarity working with financial software preferred (examples: Schwab Fidelity)
$75000 base salary plus bonus potential and a comprehensive benefits package including:
- Medical Dental Vision Life/AD&D and more!
- 15 Vacation days scaling upward with time on job
- 10 Sick Leave days
- 16 Paid Holidays
- 401(k) with 3% Company contribution after one year
Required Experience:
Senior IC
Key Skills
- Sales Experience
- Time Management
- Order Management System
- Customer Service
- Dealership Experience
- GM Vehicles
- Retail Sales
- Tire Service
- Automotive Repair
- OSHA
- Service Writing
- Automotive Service
