Financial Services Support Specialist

2 weeks ago


Chicago, Illinois, United States AssetMark Full time
Job Description

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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