Client Service Specialist

The Chamberlin Group; Des Peres (MO); On-site; USD 48,000 - 55,000; Full time

Benefits offered by this job

Client Referral Bonuses: $1,250 to $2,

Profit Sharing: Up to 10% annual bonus

Built-in Career Progression

A Supportive Pod System

Culture First

Job summary

The Chamberlin Group is seeking a Client Service Specialist (CSS) to join our client service team as the operational powerhouse. You’ll work closely with Client Service Associates and Lead Planners, handling account paperwork, transfers, and routine requests while upholding high service standards.

This full-time role offers $48,000–$55,000 base salary plus a generous bonus structure, and a clear path to licensing and promotion through a structured advancement rotation that accelerates you toward

Qualifications

• Detail-oriented and thorough in double-checking work.
• Proficient with CRMs (HubSpot) and able to prioritize a busy task list.
• Excellent communication skills, warm and professional in all interactions.
• Eager to learn wealth planning concepts and obtain relevant licenses.
• Team player who supports peers and covers for colleagues when needed.

Responsibilities

• Prepare, quality-check, and track new account paperwork, transfers, and service requests.
• Identify and fix not-in-good-order paperwork to avoid delays.
• Serve as the first contact for routine client questions and provide timely updates.
• Coordinate review meetings, assemble meeting packets, and manage post-meeting follow-ups.
• Maintain a clean, compliant CRM system (HubSpot).

Skills

Detail orientation

CRM proficiency

Communication skills

Organizational skills

Team player

Tools

HubSpot CRM

Job description

Client Service Specialist (CSS)

Full-Time (40 hrs/week)

$48,000–$55,000 Base Salary + Generous Bonus Structure

Are You Ready to Build a High-Growth Career?

If you're obsessively organized, love helping people, and want a clear, structured path to level up in the wealth management industry, welcome to your next move.

We’re hiring a Client Service Specialist (CSS) to be the operational powerhouse of our client service team. You’ll partner directly with our Client Service Associates (CSAs) and Lead Planners to deliver five-star service to our clients.

Best of all? This isn’t just a job—it’s our primary training ground. You’ll master our systems, custodians, and standards from the inside out through a dedicated advancement rotation designed to fast-track you into a future CSA role.

Why You’ll Love Working Here

Competitive Pay & Perks

• Client Referral Bonuses: $1,250 to $2,500 per client brought in.
• Profit Sharing: Up to 10% annual firm-performance bonus (paid quarterly!).
• Built-in Career Progression: A structured rotation spending time with Retirement Educators and Paraplanners to prepare you for licensing and promotion.
• A Supportive Pod System: Work in a close-knit team (1 CSA + 1 CSS) where your contributions directly drive client success.
• Culture First: Team off-sites, internal training, and a collaborative environment where high performance is recognized and rewarded.

What You’ll Do Day-to-Day

• Keep the Engine Running: Prepare, quality-check, and track new account paperwork, transfers, and service requests (address updates, RMD setups, distributions).
• Solve Puzzles: Promptly track down and fix "not-in-good-order" (NIGO) paperwork before it causes delays.
• Delight Clients: Be the warm, responsive first contact for routine client questions and keep them updated every step of the way.
• Master Scheduling & Prep: Coordinate review meetings, build meeting packets, and handle post-meeting follow-ups.
• Keep Systems Clean: Keep our CRM (HubSpot) tidy, accurate, and aligned with compliance standards.

Who You Are

• Detail-Obsessed: You double-check your work, hate loose ends, and catch typos before anyone else does.
• A Tech-Savvy Multi-Tasker: You navigate CRMs (like HubSpot) effortlessly and know how to prioritize a busy task list.
• A Stellar Communicator: You’re warm, professional, and clear—whether on the phone, in an email, or in person.
• Eager to Learn: You want to understand the why behind wealth planning, earn your licenses, and grow into bigger roles.
• A Team Player: You’re ready to jump in, support your pod, and cover team members when duty calls.

Ready to Take the Next Step?

If you're organized, driven, and looking for a firm that actively invests in your growth, we want to hear from you!