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The Chamberlin Group · 3 weeks ago

Registered Client Service Advisor

St Louis, MO

Full-time

Onsite

Mid Level

$75K/yr - $95K/yr

3+ years exp

The Chamberlin Group is a small financial planning and tax services firm based in St. Louis, Missouri, serving clients nationwide since 2002. They are seeking a Registered Client Service Advisor to develop and maintain strong client relationships while managing financial plans and ensuring effective client service administration.

FinanceFinancial ServicesPersonal FinanceRetirement

Growth Opportunities

Responsibilities

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

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

Qualification

Series 65 licenseLife Insurance licenseHealth Insurance license3+ years financial servicesHubSpot experienceRight Capital experienceClient service skillsDetail-orientedEffective communicationOrganizational skills