Financial Services Support Specialist
2 weeks ago
The Financial Services Support Specialist plays a vital role in providing exceptional support to Financial Advisors and their clients. This position requires a strong service mindset, excellent communication skills, and a passion for delivering high-quality service.
Key Responsibilities:
- Provide phone-based support to inbound inquiries and requests
- Collaborate with internal teams to deliver reliable answers and oversight to client requests
- Partner with Sales Consultants to ensure advisors are satisfied and empowered to make the most of our platform
- Follow-up and ownership of requests to provide reliable support
- Serve advisors in a way that generates loyal, growing advisors who promote the AssetMark platform to their colleagues
- Takes accountability to all interactions with internal and external customers
- Reports any poor customer experience and works to ensure fast, fair resolutions that restore trust and confidence and keeps the advisor informed about ongoing progress
- Effectively contains service issues within the service organization
- Reports feedback on desired platform improvements
- Helps manage firm risk by setting appropriate expectations and giving clear guidance
Requirements:
- Minimum of 1-year customer service experience
- Experience in Banking, Wealth Management or Financial Services, preferred
What We Offer:
- Competitive compensation package
- Opportunities for career growth and development
- A dynamic and supportive work environment
About Us:
AssetMark is a leading provider of investment and wealth management solutions. We are committed to helping financial advisors make a difference in the lives of their clients. Our mission is centered around providing holistic support to advisors, empowering them to deliver the highest level of service possible to their clients.
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