Client Service Associate

San Diego, CA - USA

Yearly Salary: USD 60000 - 70000

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Full-time

Description

Who are we

Were Chandler Asset Management an employee-owned and independent financial services company; our concentration centers on managing taxable fixed income portfolios that are aligned with our institutional clients needs. We manage over $35 billion in assets and believe in the philosophy of creating value and managing risk with active management using robust quantitative analysis and qualitative insights.

What do we value

Great People with Great Values. Integrity service excellence education and teamwork are the values that define the culture at Chandler Asset Management.

In addition to our core values our culture is defined by 27 fundamental behaviors that describe our culture set us apart and drive our success. From the beginning weve always wanted to deliver total piece of mind through extraordinary performance. We believe our extraordinary performance and culture are driven by our dedicated and committed people.

Whats the job all about

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 companys 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 our San Diego CA office.

The essential functions of the role include but are not limited to the following:

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

This Team Member will have:

Educational Requirements: A Bachelors degree is preferred.

Industry Experience: Candidates should have at least 2 years of experience in asset management.

Technical Proficiency: Proficiency in Microsoft Office Suite and a foundational understanding of CRM systems are required.

Market Knowledge: Applicants must have a grasp of basic financial market trends.

Client Management: The ability to manage basic client queries and contribute to relationship building is essential.

Portfolio Management Knowledge: A basic knowledge of portfolio management strategies is needed.

Communication: Strong capabilities in both writing and verbal communication are crucial.

Interpersonal Skills: The position requires excellent interpersonal abilities and a solid foundation in client service.

Certifications: A Series 65 certification or an equivalent is preferred.

What we can offer you!

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

Ready to join our team!

Please note before submitting an application: as a company we take hiring very seriously. Although we are unable to follow-up with each and every applicant we do our best to run a thorough process for candidates with whom we identify a potential fit. Chandler Asset Management provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race religion color sex gender sexual orientation pregnancy age national origin ancestry physical/mental disability medical condition military/veteran status genetic information marital status ethnicity alienage or any other protected classification in accordance with applicable federal state and local laws. Those applicants requiring accommodation to complete the application and/or interview process should contact a management representative.

Salary Description

$60000- $70000

Required Experience:

Full-timeDescriptionWho are weWere Chandler Asset Management an employee-owned and independent financial services company; our concentration centers on managing taxable fixed income portfolios that are aligned with our institutional clients needs. We manage over $35 billion in assets and believe in ...