ZipRecruiter

Log In

1

Client Service Advisor Ii Jobs (NOW HIRING)

Wheels, Inc.

Service Advisor II

JOB OVERVIEW The role of the Service Advisor II is to manage maintenance repairs of cars and medium ... Manage Client authorizations, limits, and instructions. * Conduct proper follow up on all down ...

Raymondjames

Client Service Advisor

Salt Lake City, UT · On-site

As we continue to grow, we are seeking a Client Service Advisor who understands the needs of the ... Experience: 2+ years of general office, customer service, and relationship management experience ...

Meineke

Service Advisor II

Port Richey, FL · On-site

$18 - $23/hr

At least two years of experience as an automotive service writer or service advisor is required. Experience as an automotive service manager is preferred * Deep understanding of automotive technology ...

jacksons

Service Advisor 2

Caribou, ME · On-site

$100K/yr

Jacksons Car Wash Service Advisors earn an average of $1,000 - $1,500 per week and top team members earn more than $100,000 annually. Our Service Advisors help customers through their car wash ...

jacksons

Service Advisor 2

Caribou, ME · On-site

$100K/yr

Jacksons Car Wash Service Advisors earn an average of $1,000 - $1,500 per week and top team members earn more than $100,000 annually. Our Service Advisors help customers through their car wash ...

next page

Showing results 1-20

All JobsBusiness JobsCustomer Service JobsCustomer Service Professional JobsClient Service Advisor II Jobs

Client Service Advisor Ii information

See salary details

$12

$25

$45

How much do client service advisor ii jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for client service advisor ii in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

Is a Client Service Advisor II a good entry level job?

A Client Service Advisor II is typically not an entry-level position, as it often requires prior experience in customer service, communication skills, and familiarity with financial or client management tools. It is generally suited for individuals with some professional background rather than those just starting their careers.

Is a client service advisor ii a good career?

A Client Service Advisor II is a customer-facing role that involves providing support and solutions to clients, often requiring strong communication and problem-solving skills. It can be a good career for those interested in client relations, with opportunities for advancement into supervisory or specialized roles, and may involve certifications or ongoing training. The role offers stable employment in financial, insurance, or service industries, with potential for growth based on experience and performance.

What is a client service advisor?

A Client Service Advisor is a professional who provides support and assistance to clients, addressing their inquiries, resolving issues, and ensuring a positive experience. They often work in financial, insurance, or customer service environments and may use tools like CRM software to manage client interactions.

What cities are hiring for Client Service Advisor Ii jobs?

Cities with the most Client Service Advisor Ii job openings:

What are popular job titles related to Client Service Advisor Ii jobs?

For Client Service Advisor Ii jobs, the most frequently searched job titles are:

Client Service Advisor

Saint Louis, MO • On-site

The Chamberlin Group
Finance and Insurance • 11 - 50 employees
Learn more about The Chamberlin Groupexternal

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago

Job description

Client Service Advisor
📍 St. Louis, MO | 💵 $70K-$90K base + 20% bonus potential| 🕒 Full-time The Chamberlin Group is seeking a financial services professional with a focus on developing and maintaining strong, consistent, advisor-client relationships.  The Client Service Advisor will ensure that financial plans are properly managed, maintained, and executed with care and precision.  The Client Service Advisor will have access to administrative support to assist with the more routine paperwork, processing, and account management functions.
We are a small financial planning and tax services firm, located in St. Louis, Missouri and serving clients nationwide since 2002. With a people-first culture built on integrity, gratitude, and community, we focus on helping our clients retire better.
Key Responsibilities Client Support and Service • Manage and track all aspects of the client onboarding process, including client paperwork, answering questions, and providing support.  Transfer and track client funds according to the plan.
• Provide updates and progress reports to clients throughout the relationship at routine intervals.
• Conduct client review meetings.
• Maintain a strong, consistent advisor-client relationship for long-term plan success, focused on client retention and referral generation. Lead Advisor Support • Maintain regular communication with Lead Advisor regarding client accounts.  Serve as primary point of contact for clients, coordinating communications and resolving issues that arise.
• Occasionally attend appointments with Lead Advisors to help advance client relationship to service team.
• Deliver and explain tax returns to clients, prepared by Enrolled Agents.
 Administrative • Actively and accurately update and maintain CRM records and notes.
• Work collaboratively with Lead Advisor to handle transactions and other client issues.
• Ensure all time-sensitive tasks are completed as promised, without fail.
• Assist with ad hoc trades and distributions on client accounts.
• Review, research, and correct paperwork, as needed.  Ensure accounts are in good order, along with transfers and investments, in a timely and accurate manner.
• Effectively communicate our fundamental investment strategies and company policies to clients.
• Attend internal training opportunities and company off-site events.
• Mentors new CSAs in conjunction with their Manager to ensure successful onboarding.
Licensing, Skills, and Experience
  • Candidates must have 3+ years of direct client service/sales experience in the insurance/securities industry.  Internal candidates will be given additional consideration.  
  • Education: College degree preferred.
  • Licenses: Series 65 or 7&66 required. Life and Health Insurance
    licenses (or must obtain within 90 days of employment.)
  • Detail-oriented self-starter with effective communication, organizational, and client service skills.
  • HubSpot and Right Capital experience a plus.
Compensation & Benefits
  • $70K - $90K + 20% bonus potential
  • Medical, Dental, Vision, 15 Days of Vacation, 10 Days of Sick Leave, and 16 paid Holidays
  • 401(k) with 3% company contribution (after 3 months)
     
Key Differentiators for The Chamberlin Group
  • Small, friendly, and fun environment.
  • Advisors are provided with qualified leads.
  • Highly collaborative and supportive work environment.
  • Outstanding office space/tech suite.
  • Work with clients nationwide.
  • Ongoing training/development.
 

Apply