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Urgent! Client Service Advisor Job Opening In St. Louis – Now Hiring The Chamberlin Group

Client Service Advisor



Job description

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.


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



Required Skill Profession

Information And Record Clerks



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    Unlock Your Client Service Potential: Insight & Career Growth Guide


  • Real-time Client Service Jobs Trends in St. Louis, United States (Graphical Representation)

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  • Are You Looking for Client Service Advisor Job?

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  • The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at The Chamberlin Group adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:
    • 1. Independence
    • 2. Loyalty
    • 3. Impartiality
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    • 5. Accountability
    • 6. Respect for human rights
    • 7. Obeying United States laws and regulations
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    The Chamberlin Group interview tips for Client Service Advisor

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    • Other Openings
    • Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.
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    • Follow Up: Send a thank-you email to the interviewer within 24 hours.
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    Final Thought:

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