Client Service Associate

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 $45 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 Associate serves as the primary point of contact for the firm’s clients, delivering exceptional communication and service. This role requires managing multiple priorities in a fast-paced environment, including coordinating meetings and reviews, responding to inquiries, and supporting clients across the firm’s systems and processes. Acting as a liaison between internal teams, the Client Service Associate ensures seamless coordination and timely resolution of client needs.

The position requires a strong service-oriented mindset, with the ability to build rapport, anticipate client needs, and provide thoughtful, solutions-driven support. A high level of comfort with technology is essential, as the role includes supporting the client portal, navigating internal systems, and maintaining accurate documentation of all client interactions within the CRM.

The ideal candidate is detail-oriented, adaptable, and a proactive problem solver who can efficiently balance competing demands while delivering a consistently high-quality client experience. 

This position is a hybrid role based out of out 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; provide prompt, effective first-level service and maintain ongoing communication to ensure client needs are met
• Coordinate the scheduling of client review meetings with internal team members and clients
• Accurately document all client interactions in the CRM system with strong attention to detail and thorough record-keeping
• Guide clients in the effective utilization of the Chandler Client Portal and support new client onboarding
• Compile and deliver client reports with precision and in a timely manner
• Collaborate with internal teams to resolve client needs, balancing competing priorities with strong organizational and problem-solving skills

Requirements

This Team Member will have:

Educational Requirements: A Bachelor's degree is preferred. A degree in finance, business, economics, or a related field is preferred; equivalent financial knowledge gained through internships, coursework, or professional development is also valued.

Industry Experience: 1–3 years of customer service experience required, preferably in a professional or financial services environment. Direct client-facing experience combined with exposure to financial concepts through education, internships, or early-career roles is valued.

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.

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

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

Additional Skills: Attention to detail, strong critical thinking and problem-solving abilities, adaptability, effective time management, and a proactive approach to learning new systems and processes.

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.