Client Service Advisor

About our Company
We are a people-first culture, grounded in integrity, gratitude, and community.  We believe in empowering our employees, while fostering a collaborative environment where your ideas and team can thrive. Founded in 2002, The Chamberlin Group provides holistic retirement planning and tax preparation services.

Client Service Advisor - Job Summary
Serve as client relationship manager to our clients.  Provide excellent support to clients and manage all aspects of client service.  Ensure that every financial plan is properly managed, maintained, and executed with care and precision.  Maintain a strong, consistent advisor-client relationship for long-term success.

Education, Experience, and Skill Requirements

• Must have at least 4 years of insurance/securities experience  
• College degree preferred 
• Must have Series 65, Life, and Health Insurance Licenses
• Client-focused
• Excellent written and verbal communication skills
• Manages time and priorities well
• Personally accountable, self-starter
• Consistent and process-oriented
• Attention to detail
• Follows through with commitments and responsibilities
• Familiarity with HubSpot and RightCapital highly preferred
• Familiarity working with financial software preferred (examples:  Schwab, Fidelity)

Compensation & Benefits
$75,000 base salary plus bonus potential and a comprehensive benefits package, including:

• Medical, Dental, Vision, Life/AD&D, and more!
• 15 Vacation days, scaling upward with time on job
• 10 Sick Leave days
• 16 Paid Holidays
• 401(k) with 3% Company contribution after one year