Advanced Account Operations Specialist

4 weeks ago

Phoenix, United States Assetmark Full time
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.

The job and what you'll do:

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/team on Account Operations based on proficiency need, capacity requirements, tenure, and skill. These teams include Money In and Maintenance, Money Out, Move Money, and Partner Custodian. Each team will work 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 promoted to a Level 2 or Sr for taking on additional responsibilities and exceeding key performance metrics.

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.
  • Ability to satisfy advisors with timely, complete, knowledgeable, and responsive communications regarding requests that are not in good order (NIGO) through written and verbal communication.
  • Ability to assess and minimize risk to organization.
  • Effectively work across teams, peers, and other departments.

Knowledge, skills, and abilities:

  • 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 creates loyal promoter.
  • 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.

Education and experience:

  • Bachelor's degree or experience in Financial or similar professional Industry

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

#LI-TN1 #Hybrid

Who We Are & What We Offer:

AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

  • Flex Time Off or Paid Time/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

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

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