Client Service Specialist

Job Description

Job Description

Description : Who are we?

We’re 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, we’ve 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.

What’s the job all about?

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.

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

• 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.

Requirements :

This Team Member will have :

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.

Certifications : A Series 65 certification or 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.