Client Service Specialist

Chandler Asset Management-posted about 2 months ago
Full-time • Entry Level
Hybrid • San Diego, CA
11-50 employees
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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.

  • 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.
  • 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.
  • A Series 65 certification or an equivalent is preferred.
  • 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
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