Client Service Associate

Chandler Asset Management•San Diego, CA

8d•Hybrid

About The Position

The Client Service Associate is dedicated to ensuring exceptional communication and service delivery to clients. This role involves comprehensive engagement with clients through various forms of interaction, such as scheduling reviews, addressing inquiries, and supporting clients through the company’s systems. The Client Service Associate is expected to possess and expand their knowledge of investment strategies, monitor financial market trends, and meticulously document all client interactions in the CRM system. Additionally, this role will provide critical support for the client portal and play a role in the onboarding process of new client accounts. This position is a hybrid role based out of out San Diego, CA Office.

Requirements

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.

Nice To Haves

A Series 65 certification or an equivalent is preferred.

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.