Client Service Advisor

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 core —you’ll be the engine behind the client experience, managing details, tracking progress, and keeping everything aligned. If you’re 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 team’s 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 Group’s 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 firm’s 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. _ ****

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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.

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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 people’s 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.
• Let’s 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.

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SALARY: $75,000 to $95,000 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!__**