Chandler Asset Management, Inc. · 11 hours ago
Client Service Associate
San Diego,CA,US
Full-time
Hybrid
Entry, Mid Level
2+ years expChandler Asset Management is an employee-owned financial services company focused on managing taxable fixed income portfolios. The Client Service Associate will ensure exceptional communication and service delivery to clients, engage with them through various interactions, monitor financial market trends, and support the onboarding process of new client accounts.
Asset Management
Responsibilities
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
Qualification
Required
A Bachelor's degree is preferred
Candidates should 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
Preferred
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
Company
Chandler Asset Management, Inc.
Chandler provides investment solutions to help risk-conscious clients better serve their communities.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Nicole Dragoo
Chief Executive Officer
Martin Cassell, CFA
Chief Financial Officer
Company data provided by crunchbase