Client Service Specialist

4 days ago


St Louis, Missouri, United States The Chamberlin Group Full time
About The Chamberlin Group

The Chamberlin Group is a leading financial services company that has been serving the community for over 20 years. Our team of experts provides tax and financial planning services to individuals and families, helping them achieve their financial goals and secure their financial future.

Job Summary

We are seeking a highly motivated and detail-oriented Client Service Specialist to join our team. As a Client Service Specialist, you will be responsible for providing exceptional customer service to our clients, responding to their inquiries, and resolving any issues that may arise. You will also be responsible for maintaining accurate and up-to-date client records, and providing administrative support to our financial planning team.

Key Responsibilities
  • Provide exceptional customer service to clients, responding to their inquiries and resolving any issues that may arise.
  • Maintain accurate and up-to-date client records, including financial information and contact details.
  • Provide administrative support to our financial planning team, including data entry and document preparation.
  • Assist with client onboarding and offboarding processes, including setting up new clients and closing out existing clients.
  • Collaborate with other team members to achieve business objectives and improve client satisfaction.
Requirements
  • High school diploma or equivalent required; associate's or bachelor's degree preferred.
  • Minimum 1-2 years of experience in customer service or a related field.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and team members.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Proficiency in Microsoft Office and other software applications, including CRM systems.
What We Offer
  • A competitive salary and benefits package, including medical, dental, and vision insurance.
  • A 401(k) retirement plan with company match.
  • Opportunities for professional development and advancement.
  • A collaborative and dynamic work environment.


  • St Louis, Missouri, United States Stifel Full time

    About the RoleWe are seeking a highly skilled Client Reporting Services Specialist to join our team at Stifel. As a key member of our Investment Products and Services Group, you will play a critical role in supporting the day-to-day operations of our large-scale reporting platforms.Key ResponsibilitiesAssist with the administration of reporting platforms,...


  • St Louis, Missouri, United States Stifel Full time

    Job SummaryThe Client Reporting Services Specialist plays a vital role in supporting the day-to-day operations and ongoing development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group.Key ResponsibilitiesAssist with the administration of reporting platforms, ensuring seamless support to Stifel...


  • St Louis, Missouri, United States Stifel Financial Full time

    About the RoleWe are seeking a highly skilled Client Reporting Services Specialist to join our team at Stifel Financial. As a key member of our IPandS Group, you will play a critical role in supporting the day-to-day operations of our large-scale reporting platforms.Key ResponsibilitiesAssist with the administration of reporting platforms, ensuring seamless...


  • St Louis, Missouri, United States Stifel Financial Full time

    Job SummaryThe Client Reporting Services Specialist is a key member of the Stifel Investment Products and Services (IPandS) Group, responsible for providing day-to-day support and ongoing development of large-scale reporting platforms.Key ResponsibilitiesAssist with the administration of reporting platforms, ensuring seamless operation and optimal...


  • St Louis, Missouri, United States The Chamberlin Group Full time

    About The Chamberlin GroupWe are a leading financial services company dedicated to providing exceptional support to our clients. Our team is passionate about delivering personalized service and building long-term relationships.Job SummaryWe are seeking a highly motivated and detail-oriented Client Service Specialist to join our team. As a Client Service...


  • St Louis, Missouri, United States Buckingham Strategic Wealth Full time

    Client Relationship SpecialistThe Buckingham Strategic Wealth Client Relationship Specialist plays a vital role in enhancing the client experience by providing exceptional service and operational support to advisors and clients. This position requires strong communication, organizational, and relationship management skills to develop and maintain good...


  • St Louis, Missouri, United States Buckingham Strategic Wealth Full time

    Client Relationship SpecialistThe Buckingham Strategic Wealth Client Relationship Specialist plays a vital role in enhancing the client experience by providing exceptional service and operational support to advisors and clients. This position requires strong communication, organizational, and relationship management skills to develop and maintain good...


  • St Louis, Missouri, United States The Chamberlin Group Full time

    About the RoleThe Chamberlin Group is a leading financial services company that is dedicated to providing exceptional client experiences. We are seeking a highly skilled and detail-oriented Client Service Specialist to join our team.Key ResponsibilitiesProvide exceptional client service and support to ensure a positive experience for our clients.Resolve...


  • St Louis, Missouri, United States Compass Retirement Solutions, LLC Full time

    Client Engagement SpecialistAre you ready to elevate your professional journey and make a significant impact? We are seeking a highly organized and self-driven individual with outstanding interpersonal abilities to join our dynamic financial services firm, Compass Retirement Solutions, LLC. This role focuses on connecting with potential clients who have...

  • HR Coordinator

    1 day ago


    St Louis, Missouri, United States CBIZ Full time

    About the RoleCBIZ is seeking a highly skilled and dedicated HR Coordinator to join our HR Services team. As an HR Coordinator, you will play a critical role in delivering top-tier financial and employee business services to our clients.Key ResponsibilitiesManage client relationships and provide exceptional customer service to clients and their...

  • HR Coordinator

    1 month ago


    St Louis, Missouri, United States CBIZ Full time

    About the RoleCBIZ is seeking a highly skilled and dedicated HR Coordinator to join our HR Services team. As an HR Coordinator, you will play a critical role in delivering top-tier financial and employee business services to our clients.Key ResponsibilitiesManage client relationships and provide exceptional customer service to ensure client satisfaction and...


  • St Louis, Missouri, United States Stifel Full time

    OverviewThe Client Reporting Services Coordinator plays a crucial role in supporting the daily operations and continuous enhancement of extensive reporting systems within Stifel's Investment Products and Services (IP&S) Group. This position involves executing routine tasks to uphold the reporting frameworks while offering direct assistance and guidance to...


  • St Louis, Missouri, United States Stifel Full time

    OverviewThe Client Support Operations Specialist plays a crucial role in enhancing departmental performance by providing ongoing assistance to Stifel's branch locations. This role necessitates a comprehensive understanding of departmental topics, including application assistance, training, and general operational inquiries. The position involves working...


  • St Louis, Missouri, United States Stifel Full time

    OverviewThe Client Reporting Services Coordinator plays a pivotal role in supporting the daily operations and continuous enhancement of extensive reporting systems within Stifel's Investment Products and Services (IP&S) Group. This position involves executing routine responsibilities related to the upkeep of reporting platforms while delivering primary...

  • Travel Nurse RN

    4 weeks ago


    St Louis, Missouri, United States HealthEcareers - Client Full time

    Job SummaryHealthEcareers - Client is seeking a skilled Travel Nurse RN to join their team as a Med Surg Specialist. This is a 13-week travel nursing opportunity that requires a strong background in medical-surgical nursing.Key ResponsibilitiesProvide high-quality patient care in a medical-surgical settingCollaborate with interdisciplinary teams to develop...

  • Travel Nurse RN

    4 weeks ago


    St Louis, Missouri, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RN - Neurology SpecialistWe are seeking a highly skilled and experienced Travel Nurse RN to join our team at HealthEcareers - Client. As a Travel Nurse RN, you will have the opportunity to work in a dynamic and challenging environment, providing high-quality patient care and contributing to the success of our healthcare...


  • St Louis, Missouri, United States Allworth Financial Full time

    About Allworth FinancialAllworth Financial is a leading independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. With a direct approach to financial planning, we deliver long- and short-term investment planning solutions and advice to help clients achieve their goals and plan...


  • St Louis, Missouri, United States Buckingham Strategic Wealth Full time

    Client Relationship SpecialistThe Buckingham Strategic Wealth Client Relationship Specialist plays a vital role in enhancing the client experience by providing exceptional service and operational support to our advisors and clients. This position requires a strong ability to build and maintain good working relationships with clients and advisors through...


  • St Louis, Missouri, United States Clout Promotions Full time

    Position OverviewCustomer Support SpecialistWe are looking for a dedicated Customer Support Specialist to enhance our dynamic marketing team. In this position, you will serve as the primary contact for our clients, delivering exceptional customer service and technical assistance.Key Responsibilities:Respond to incoming inquiries via phone, email, and chat...


  • St Louis, Missouri, United States JAG Capital Management, LLC Full time

    About UsJAG Capital Management, LLC is a boutique investment management firm based in St. Louis, Missouri. Our mission is to provide clients with confidence in achieving their long-term investment goals.Your Mission as a Client Service CoordinatorWe are seeking a Client Service Coordinator to join our operations team in our St. Louis office. As a member of...