Registered Client Service Advisor

Registered Client Service Advisor
📍 St. Louis, MO | 💵 $75K-$95K base + 20% bonus potential| 🕒 Full-time

The 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.

Administrative

• Actively and accurately update and maintain CRM records and notes.
• Maintain accurate records in Hub Spot, 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.
• Hub Spot 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 1 year)

Key Differentiators for The Chamberlin Group

• Small, friendly, and fun environment.
• Great growth potential.
• Advisors are provided with leads.