Client Service Associate

Chandler Asset Management•San Diego, CA

23h•Hybrid

About The Position

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.

Requirements

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.

Nice To Haves

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

Responsibilities

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