Client Service Advisor - St. Louis - The Chamberlin Group

    The Chamberlin Group
    The Chamberlin Group St. Louis

    5 days ago

    Description

    Client Service Advisor

    The Chamberlin Group seeks a financial professional with strong advisor-client relationships. The Client Service Advisor ensures managed, maintained, and executed plans with care.

    We are a small firm focusing on helping clients retire better, built on integrity, gratitude, and community.

    Key Responsibilities

    • Manage client onboarding process including paperwork transfers answering questions providing support coordinating communications resolving issues conducting annual review meetings updates progress reports throughout the relationship routine intervals deliver tax returns explain to clients prepared by Enrolled Agents maintain consistent relationship long-term plan success focused retention referral generation source close new business opportunities existing clients opportunity arises update CRM records notes HubSpot Right Capital Schwab Fidelity transactions other client issues ensure time-sensitive tasks completed promised assist ad hoc trades distributions client accounts review research correct paperwork needed accounts good order along transfers investments timely accurate manner communicate fundamental investment strategies company policies clients attend internal training opportunities company off-site events h3>Licensing Skills Experience

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