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 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.
• 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.   Powered by JazzHR