Chandler Asset Management, Inc.

Client Services Representative

• Serve as the primary point of contact for all client queries and concerns.
• Coordinate the scheduling of portfolio review meetings in accordance with the availability of clients and portfolio managers.
• Provide prompt and effective first-level client service for all incoming calls.
• Maintain ongoing communication with clients to ensure their needs are met and they are kept informed.
• Develop a comprehensive understanding of current investment strategies to engage in knowledgeable discussions with clients.
• Monitor ongoing financial market trends to stay abreast of pertinent updates.
• Document all client interactions in the CRM system to ensure accuracy and transparency.
• Guide clients in the effective utilization of the Chandler Client Portal.
• Compile and deliver client reports with precision and in a timely manner.
• Manage the onboarding of new clients and ensure seamless coordination with custodians.

Client Service Associate