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

A Bachelor's degree is preferred
A degree in finance, business, economics, or a related field is preferred
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
Strong capabilities in both writing and verbal communication are crucial
Excellent interpersonal abilities and a solid foundation in client service
The ability to manage basic client queries and contribute to relationship building is essential
Proficiency in Microsoft Office Suite and a foundational understanding of CRM systems are required
Attention to detail, strong critical thinking and problem-solving abilities, adaptability, effective time management, and a proactive approach to learning new systems and processes
A Series 65 certification or an equivalent is preferred

Client Service Associate

Key skills