Registered Client Service Advisor
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Job Location:
St. Louis, MO - USA
Monthly Salary:
$ 75 - 95
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Registered Client Service Advisor
St. Louis MO $75K-$95K base 20% bonus potential Full-timeThe Chamberlin Group is seeking a registered financial services professional with a focus on developing and maintaining strong consistent advisor-client relationships. The Registered 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.
Key Responsibilities
Client Service Administration
Licensing Skills and Experience
St. Louis MO $75K-$95K base 20% bonus potential Full-timeThe Chamberlin Group is seeking a registered financial services professional with a focus on developing and maintaining strong consistent advisor-client relationships. The Registered 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.
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.
- 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
- Series 65 Life Insurance and Health Insurance licenses required.
- 3 years in financial services.
- 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 1 year)
- 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.
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
