Client Service Specialist

Chandler Asset Management•San Diego, CA

25d•$65,000 - $80,000•Hybrid

About The Position

The Client Service Specialist acts as the primary point of contact for our clients. This position is responsible for effective responses to client inquiries, conducting timely portfolio reviews, and engaging in strategic communication. An in-depth understanding of investment strategies is crucial to lead significant discussions with clients. Vigilant monitoring of market trends and meticulous documentation of client interactions in our CRM system, alongside managing the Chandler Client Portal efficiently, are key responsibilities of this role. This position is a hybrid role based out of our San Diego, CA office.

Requirements

Education: A Bachelor’s degree is required for this position.
Industry Experience: Candidates should have a minimum of three to four years of experience in asset management.
Technical Proficiency: Applicants must have expertise in Microsoft Office Suite and CRM applications.
Market Knowledge: A strong understanding of financial market developments is necessary.
Client Management: Experience as the main point of contact for client relations, issue management, and troubleshooting is essential.
Portfolio Management Knowledge: An understanding of portfolio strategies is expected.
Communication: The role requires strong writing, verbal, and presentation skills.
Interpersonal Skills: Strong interpersonal capabilities and advanced client service acumen are a must.

Nice To Haves

Certifications: A Series 65 certification or equivalent is preferred.

Responsibilities

Serve as the primary contact for clients, addressing inquiries and concerns with diligence.
Coordinate and schedule client meetings to ensure portfolio reviews are timely and without delays.
Respond promptly to incoming calls from clients.
Maintain regular and structured communication with clients.
Engage in discussions regarding investment strategies during client interactions.
Keep a close watch on financial markets, ensuring the firm adapts to any changes.
Document every client interaction in the CRM system consistently.
Oversee the Chandler Client Portal, addressing any issues to ensure a seamless client experience.
Compile and deliver comprehensive weekly reports on client interactions and other relevant activities.
Manage the onboarding process for new client accounts in coordination with custodians.