Client Service Advisor

Saint Louis, MI - USA

Monthly Salary: $ 75 - 95

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Client Service Advisor
St. Louis MO $75K-$95K base 20% bonus potential Full-time

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.

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 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.

Administrative

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

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.
HubSpot and Right Capital experience a plus.

Compensation & 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)

Key Differentiators for The Chamberlin Group

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

Client Service Advisor St. Louis MO $75K-$95K base 20% bonus potential Full-timeThe 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...

Client Service Advisor
St. Louis MO $75K-$95K base 20% bonus potential Full-time

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.

Administrative

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

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.
HubSpot and Right Capital experience a plus.

Compensation & 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)

Key Differentiators for The Chamberlin Group