Chandler Asset Management, Inc.

Client Service Associate

Chandler Asset Management, Inc.

full-time

Posted on:

Location Type: Hybrid

Location: San Diego • California • United States

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Salary

💰 $60,000 - $70,000 per year

About the role

  • 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.

Requirements

  • A Bachelor's degree is preferred.
  • Candidates should preferably have at least 2 years of experience in asset management.
  • Proficiency in Microsoft Office Suite and a foundational understanding of CRM systems are required.
  • Applicants must have a grasp of basic financial market trends.
  • The ability to manage basic client queries and contribute to relationship building is essential.
  • A basic knowledge of portfolio management strategies is needed.
  • Strong capabilities in both writing and verbal communication are crucial.
  • The position requires excellent interpersonal abilities and a solid foundation in client service.
  • A Series 65 certification or an equivalent is preferred.
Benefits
  • Medical, Dental, Vision, HSA & FSA
  • Life & AD&D
  • Short-Term & Long-Term Disability
  • Accident & Critical Illness
  • Employee Assistance Program
  • Employee 401(k) Plan
  • ESOP
  • Employee Discounts
  • Paid Time Off
  • Paid Holidays
  • Fun Company Events
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
CRM systemsfinancial market trendsportfolio management strategiesclient service
Soft Skills
communicationinterpersonal abilitiesrelationship building
Certifications
Series 65