Client Service Advisor

Client Service Advisor �� St.

Louis, MO | �� $75K-$90K base + 20% bonus ($90-$108K total comp) | �� Full-time About Us The Chamberlin Group is a family-owned financial planning and tax services firm serving clients nationwide since 2002.

With a people-first culture built on integrity, gratitude, and community, we focus on helping clients succeed — and helping our team grow their careers!

Why You’ll Love This Role ✅ Service-focused — no sales quotas ✅ Base salary $75,000- $90,000 + performance bonus ✅ Medical, Dental, Vision, 15 Days Vacation, 10 Days Sick Leave, and 16 paid holidays ✅ 401(k) with 3% company contribution (after 1 year) ✅ Supportive, close-knit team with growth opportunities What You’ll Do  Serve as the primary contact for clients, guiding them through onboarding, reviews, and ongoing support  Manage client communications, paperwork, and account transactions  Collaborate with advisors to ensure financial plans are executed with care  Maintain accurate records in HubSpot, Right Capital, Schwab, and Fidelity  Conduct client review meetings.

Opportunity to close new business with existing clients What We’re Looking For  4+ years in financial services   College degree preferred  Series 65, Life & Health Insurance licenses required  Strong communication, organization, and client service skills  Tech-savvy; HubSpot & Right Capital experience a plus Ready to Apply?

If you’re passionate about client service (not sales quotas!) and want to join a supportive, growth-minded team — we’d love to meet you.

Apply today!   Powered by JazzHR