You haven't searched anything yet.
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 $36 billion in assets and believe in the philosophy of creating value and managing risk with active management, using robust quantitative analysis and qualitative insights.
Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.
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 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 company's 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.
The essential functions of the role include :
This Team Member will have :
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?!
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.
Compensation details : 50000-65000 Yearly Salary
PI23a4fe5f9eaf-29448-33927545
PDN-9b7af6af-3a19-40c3-86e3-9899dc5d69c3
Last updated : 2024-03-07
Full Time
Investment Management
$56k-74k (estimate)
03/05/2024
04/10/2024
chandlerasset.com
SAN DIEGO, CA
<25
1988
MARTIN CASSELL
$5M - $10M
Investment Management
Chandler Asset Management is an independent, client-focused investment adviser currently managing over $20 billion for institutional investors including public agencies, healthcare providers, foundations, endowments, corporations and separately managed accounts (SMAs). Since 1988, our mission has been to provide best-in-class portfolio management and client service to risk -conscious clients across the country. Our clients benefit from our disciplined, repeatable process and exceptional standard of care.
The job skills required for Client service associate include Client Service, Scheduling, Teamwork, Microsoft Office, Integrity, Coordination, etc. Having related job skills and expertise will give you an advantage when applying to be a Client service associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client service associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client service associate positions, which can be used as a reference in future career path planning. As a Client service associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client service associate. You can explore the career advancement for a Client service associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
01/13/2022: Albany, GA
Provided daily financial transaction services for clients while delivering excellent customer care.
03/06/2022: San Bernardino, CA
Understand Clients' business to predict their needs and provide appropriate solutions.
03/05/2022: Oakland, CA
Processes and follows up on client documentation for proper maintenance of accounts.
01/23/2022: Temple, TX
Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.
12/25/2021: Modesto, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Associate jobs
Client Service Associates may also handle client complaints and provide resolutions.
02/27/2022: Providence, RI
Develop an ability to communicate effectively with clients, managers and other associates.
02/06/2022: Peoria, IL
May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
01/31/2022: Oakland, CA
Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
03/05/2022: Detroit, MI
Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.
12/27/2021: Pierre, SD
Step 3: View the best colleges and universities for Client Service Associate.