Client Service Advisor [HT-1019684]

THE CHAMBERLIN GROUP

CLIENT SERVICE ADVISOR

Do you take pride in helping clients navigate their financial future with clarity and confidence while becoming the trusted point of contact they rely on every day Do you thrive in a fast-paced detail-driven environment where strong organization responsiveness and follow-through ensure nothing falls through the cracks This is a highly administrative role at its coreyoull be the engine behind the client experience managing details tracking progress and keeping everything aligned. If youre a proactive self-starter who enjoys being part of a collaborative team while bringing a competitive edge to continuously improve and deliver exceptional service we want to talk to you.

Our ideal Client Service Advisor is/has:

• A natural born leader You step up when needed helping others stay organized and aligned. Your example helps elevate the teams overall performance.
• A transparent and effective communicator You communicate clearly professionally and with purpose. Clients and teammates always know where things stand and what comes next.
• Experience-based confidence You rely on your professional experience to guide conversations and decisions. You remain composed and thoughtful when addressing client needs or solving problems.
• High integrity You operate with honesty and strong ethics in every interaction. Clients and colleagues trust your judgment and reliability.
• A relationship builder You enjoy connecting with people and creating trust over time. Clients feel comfortable heard and supported when working with you.

Our ideal Client Service Advisor plays a key role in ensuring every client experience reflects the Chamberlin Groups commitment to trust clarity and care. This person brings structure to client relationships helping ensure every financial plan stays on track and every client interaction feels thoughtful and professional. By maintaining strong communication detailed follow-through and a service-first mindset this role helps create the long-term relationships that define the firms success.

RESPONSIBILITIES

Client Support and Service

• 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.

Lead Advisor Support

• 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.
• Deliver and explain tax returns to clients prepared by Enrolled Agents.

Administrative

• 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.

** This is a full-time in-person position based in St. Louis Missouri. **

QUALIFICATIONS

Required

• 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.

Preferred

• 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.

THE COMPANY THE CHAMBERLIN GROUP

The Chamberlin Group is a mission-driven organization focused on educating and serving middle to low middle-market clients through holistic financial planning. The company blends innovation technology and human-first values to help people make confident decisions about their financial futures. With a strong belief in internal growth transparency and community impact The Chamberlin Group is building something meaningful and scalable.

WHY WORK WITH US

• We tackle an underserved market with massive opportunity.
• We invest deeply in our peoples professional and personal growth.
• Fun memorable offsites and a tight-knit team culture.
• Open-book management and transparent leadership.
• Strong focus on education and long-term client impact.
• Technology-forward and AI-enabled approach.
• We aim to become the first national virtual retirement planning company.

OUR CORE VALUES

• Glass Always Half Full We lead with optimism and enthusiasm.
• We Say Thank You Gratitude is part of how we operate every day.
• Lets Get It Done We act with tenacity and follow-through.
• Train on the Tracks We stay aligned focused and process-driven.
• Willing to Pivot We adapt innovate and embrace change.
• Work to Live Family-first mindset rooted in inclusivity and balance.

SALARY: $75000 to $95000 plus 20% bonus potential

BENEFITS: Medical dental vision Life & AD&D insurance 15 vacation days 10 sick days 16 paid holidays 401k (3% match) Employee assistance program

If you believe exceptional service is the foundation of long-term client relationships then apply now!

JOB CODE: The Chamberlin Group