AssetMark
Job Description
AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose.
Position Summary The
Account Operations Team
is responsible for handling all client-directed requests on existing AssetMark accounts. This can include anything from an investment change to a withdrawal, to a beneficiary update. The primary goal of a Specialist is to ensure requests are addressed and processed timely, accurately and with the client’s intention at top of mind. A Specialist will ensure client requests are in good order and provide clear, emotionally connected communication to Advisors and their staff to resolve any outstanding items. Key performance measures include accuracy, productivity, contact quality, and ability to work and engage effectively on a team.
Each Specialist will be assigned a primary work group or team based on proficiency need, capacity requirements, tenure and skill. These teams include Money In, Money Out, Move Money, and Partner Custodian. Each team works closely to ensure service levels are achieved daily, processes are improved, and team engagement is high. Specialists should be proactive, eager to learn, and work with their leaders to develop their skills and careers at AssetMark.
Specialists also have the ability to become Gold or Platinum certified, as well as be promoted to a Level 2 or Sr for taking on additional responsibilities and exceeding key performance metrics.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ or our Chicago, IL offices.
Responsibilities
Partner closely with Team, Service and Leaders to ensure client requests are handled with care and accuracy.
Be productive and ensure all requests are handled within assigned service levels.
Adapt and be flexible based on the needs in the business and within the team.
Provide timely, complete, knowledgeable and responsive communications regarding requests that are not in good order (NIGO) through written and verbal communication.
Assess and minimize risk to the organization.
Work effectively across teams, peers, and other departments.
Required Qualifications
Bachelor’s degree or experience in Financial or similar professional industry.
Strong attention to detail and ability to see the “bigger picture.”
Demonstrates high proficiency in operational processing.
Outstanding customer focus – constantly providing memorable service and creating loyal promoters.
Excellent communication skills – verbal, written, interpersonal, influencing, and negotiation.
Demonstrated analytical and decision‑making skills.
Results oriented – proven ability to set and meet aggressive goals.
Compensation The base salary range for this position is $55,000–$60,000. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Eligibility Candidates must be legally authorized to work in the U.S. We do not sponsor visas for this position.
Benefits
Flex Time or Paid Time Off and Sick Time Off
401K – 6% employer match
Medical, Dental, Vision – HDHP or PPO
HSA – employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
Company Overview We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses.
Values Heart. Client Success. Integrity. Respect. Excellence.
Equal Opportunity Employer We are an Equal Opportunity Employer and are committed to building a diverse and inclusive workplace where everyone feels valued.
#J-18808-Ljbffr
Position Summary The
Account Operations Team
is responsible for handling all client-directed requests on existing AssetMark accounts. This can include anything from an investment change to a withdrawal, to a beneficiary update. The primary goal of a Specialist is to ensure requests are addressed and processed timely, accurately and with the client’s intention at top of mind. A Specialist will ensure client requests are in good order and provide clear, emotionally connected communication to Advisors and their staff to resolve any outstanding items. Key performance measures include accuracy, productivity, contact quality, and ability to work and engage effectively on a team.
Each Specialist will be assigned a primary work group or team based on proficiency need, capacity requirements, tenure and skill. These teams include Money In, Money Out, Move Money, and Partner Custodian. Each team works closely to ensure service levels are achieved daily, processes are improved, and team engagement is high. Specialists should be proactive, eager to learn, and work with their leaders to develop their skills and careers at AssetMark.
Specialists also have the ability to become Gold or Platinum certified, as well as be promoted to a Level 2 or Sr for taking on additional responsibilities and exceeding key performance metrics.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ or our Chicago, IL offices.
Responsibilities
Partner closely with Team, Service and Leaders to ensure client requests are handled with care and accuracy.
Be productive and ensure all requests are handled within assigned service levels.
Adapt and be flexible based on the needs in the business and within the team.
Provide timely, complete, knowledgeable and responsive communications regarding requests that are not in good order (NIGO) through written and verbal communication.
Assess and minimize risk to the organization.
Work effectively across teams, peers, and other departments.
Required Qualifications
Bachelor’s degree or experience in Financial or similar professional industry.
Strong attention to detail and ability to see the “bigger picture.”
Demonstrates high proficiency in operational processing.
Outstanding customer focus – constantly providing memorable service and creating loyal promoters.
Excellent communication skills – verbal, written, interpersonal, influencing, and negotiation.
Demonstrated analytical and decision‑making skills.
Results oriented – proven ability to set and meet aggressive goals.
Compensation The base salary range for this position is $55,000–$60,000. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Eligibility Candidates must be legally authorized to work in the U.S. We do not sponsor visas for this position.
Benefits
Flex Time or Paid Time Off and Sick Time Off
401K – 6% employer match
Medical, Dental, Vision – HDHP or PPO
HSA – employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
Company Overview We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses.
Values Heart. Client Success. Integrity. Respect. Excellence.
Equal Opportunity Employer We are an Equal Opportunity Employer and are committed to building a diverse and inclusive workplace where everyone feels valued.
#J-18808-Ljbffr