Client Service Representative

4 days ago


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

We are seeking a highly skilled and detail-oriented Client Service Specialist to join our team at The Chamberlin Group. As a key member of our financial services team, you will play a critical role in providing exceptional service and support to our clients.

Key Responsibilities
  • Provide administrative and operational support to our Financial Planner team, ensuring seamless communication and coordination with clients.
  • Resolve client issues efficiently and effectively, ensuring a positive experience and maintaining client satisfaction.
  • Ensure client files and reports are impeccably organized, accurate, and up-to-date, maintaining confidentiality and adhering to regulatory requirements.
  • Collaborate with the team to develop and implement strategies to retain clients and enhance their overall experience.
Requirements
  • College degree or equivalent experience in customer service and/or the financial industry.
  • Up to 2 years of experience in customer-facing roles, with a proven track record of providing exceptional service and support.
  • Proficiency in Microsoft Office and G-Suite, as well as experience with CRM databases.
  • Exceptional communication and interpersonal skills, with a client-centric focus.
  • Excellent attention to detail and ability to prioritize tasks in a fast-paced environment.
What We Offer
  • Competitive hourly rate of $20.00 per hour, with opportunities for increases based on performance.
  • Participation in our Stake in the Outcome (SITO) incentive program, with potential individual annual bonuses.
  • Comprehensive benefits package, including medical, dental, vision, and other supplementary benefits.
  • Employee wellness program and perks.
  • Generous Paid Time Off (PTO) of 15 days, with increased accrual based on length of tenure.
  • 401k retirement plan eligibility after 1 year of service, with a 3% company contribution.
  • Opportunities for professional development and advancement, including certifications and continuous learning.
About Our Company

The Chamberlin Group is a leading provider of financial services, dedicated to helping individuals and families achieve their financial goals. With over 20 years of experience, we have established a reputation for excellence and a commitment to our clients' success.



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