Financial Services Support Specialist

2 weeks ago

Phoenix, Arizona, United States AssetMark Full time
Job Description:

The Financial Services Support Specialist role at AssetMark is a dynamic opportunity to provide exceptional support to Financial Advisors and their clients. As a key member of our team, you will be responsible for delivering fast and reliable guidance to Financial Advisors and their Service Staff as they use the AssetMark platform to serve their clients' investment and financial planning needs.

A successful candidate in this position will be customer service oriented and client-focused in delivering the best client experience possible. You will have the opportunity to move up quickly into a Relationship Manager role, where you will manage a dedicated set of relationships that often represent a $1B or more of Assets Under Management.

Other career paths include leadership, training, or analytics roles. We offer a hybrid work schedule and are close to our Phoenix, AZ office. Our training class start date is targeted for September 23rd, 2024.


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 for all interactions with internal and external customers
  • Reports any poor customer experience and works to ensure fast, fair resolutions that restore trust and confidence
  • Effectively contains service issues within the service
  • Provides feedback on desired platform improvements
  • Helps manage firm risk by setting appropriate expectations and giving clear guidance

Requirements:

  • Strong service mindset, desire to help others, and strong affiliation to our Mission of helping advisors make a difference in their clients' lives
  • Strong oral and written communication to ensure professional interactions, clear and confident engagement, and positive interaction style
  • Participate in selected departmental process improvement initiatives and duties as assigned
  • Manage firm risk by setting appropriate expectations
  • Supports and adheres to departmental standards for call management
  • Knowledge or aptitude to learn Investment/Financial Services industry
  • High integrity and fast learner

Education & Experience:

  • Minimum of 1-year customer service experience
  • Experience in Banking, Wealth Management or Financial Services, preferred

Compensation:

The annual amount for this position is between $55,000-$60,000. This information reflects an annual amount range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.

This position will also be eligible for additional variable incentive compensation and competitive benefits.

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

#LI-hybrid#LI-TN1

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.

  • Financial Planning Specialist

    1 week ago

    Phoenix, Arizona, United States Alerus Financial Full time

    Financial Planning SpecialistAt Alerus Financial, we are seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial services team, you will be responsible for delivering comprehensive financial advice to our clients by serving as their trusted primary point of contact with the support of a team of specialists.Key...

  • Financial Services Support Specialist

    1 week ago

    Phoenix, Arizona, United States AssetMark Full time

    Job Description:The Financial Services Support Specialist role at AssetMark is designed to provide fast and reliable guidance to Financial Advisors and their Service Staff as they use the AssetMark platform to serve their end clients investment and financial planning needs.This position requires a customer service-oriented individual who can deliver the best...

  • Financial Services Representative

    1 month ago

    Phoenix, Arizona, United States OneMain Financial Full time

    Empower Customers with Financial SolutionsAt OneMain Financial, we're dedicated to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a vital role in helping customers achieve their financial goals.Key Responsibilities:Deliver exceptional customer service, ensuring customers receive personalized...

  • Campus Financial Services Specialist

    2 weeks ago

    Phoenix, Arizona, United States Desert Financial Credit Union Full time

    Job SummaryThe Campus Financial Services Specialist is a key role in growing and retaining student membership and expanding overall business growth for the credit union within the university community. This position requires strong presentation abilities, financial acumen, and interpersonal skills to build awareness and develop trusted advisor relationships...

  • Financial Services Representative

    1 month ago

    Phoenix, Arizona, United States OneMain Financial Full time

    Empower Customers with Financial SolutionsAt OneMain Financial, we're dedicated to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a vital role in helping customers achieve their financial goals.Key Responsibilities:Deliver exceptional customer service and build strong relationships with...

  • Financial Planning Specialist

    2 weeks ago

    Phoenix, Arizona, United States Desert Financial Credit Union Full time

    Financial Planning SpecialistAt Desert Financial Credit Union, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial services team, you will play a critical role in providing exceptional support to our financial advisors and clients.Key Responsibilities:Collaborate with financial advisors to gather...

  • Financial Planning Specialist

    3 weeks ago

    Phoenix, Arizona, United States Desert Financial Credit Union Full time

    Financial Planning SpecialistThe Financial Planning Specialist is a key member of our team at Desert Financial Credit Union, responsible for providing exceptional support to our financial advisors. This role involves collaborating with advisors to gather client information, conducting research, and creating comprehensive financial plans that meet client...

  • Financial Planning Specialist

    3 weeks ago

    Phoenix, Arizona, United States Desert Financial Credit Union Full time

    Financial Planning SpecialistAt Desert Financial Credit Union, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial services team, you will play a critical role in providing exceptional financial planning services to our clients.Key Responsibilities:Collaborate with financial advisors to gather...

  • Financial Services Professional

    4 weeks ago

    Phoenix, Arizona, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAt Prudential Advisors, we're committed to helping individuals achieve their financial goals. As a Financial Professional, you'll play a key role in helping clients navigate the complexities of financial planning and investment management.Key Responsibilities:Develop and maintain relationships with clients to...

  • Spanish Collections Specialist

    5 days ago

    Phoenix, Arizona, United States Discover Financial Services Full time

    Discover Financial Services is seeking a skilled Collections Specialist to join our team. As a Collections Specialist, you will be responsible for servicing delinquent credit card accounts through various contact channels, minimizing losses to the company, and strengthening relationships with customers.Key Responsibilities:Assess each customer situation to...

  • Financial Services Professional

    2 weeks ago

    Phoenix, Arizona, United States BOK Financial Full time

    Job SummaryWe are seeking a highly skilled Financial Advisor to join our team at BOK Financial Corporation Group. As a Financial Advisor, you will be responsible for providing exceptional customer service by guiding clients towards their short and long-term financial goals through holistic financial planning and financial advice.Key ResponsibilitiesMeet with...

  • Financial Services Professional

    5 days ago

    Phoenix, Arizona, United States BOK Financial Full time

    Job SummaryThe Financial Advisor role at BOK Financial Corporation Group is a dynamic opportunity for a skilled professional to provide exceptional customer service and guide clients toward their short and long-term financial goals. This is accomplished through holistic financial planning and financial advice. The ideal candidate will possess excellent...

  • Financial Services Specialist

    1 week ago

    Phoenix, Arizona, United States Global Channel Management Full time

    Job Summary:Global Channel Management is seeking a highly skilled Financial Services Specialist to support our loan operations team. The ideal candidate will have experience with laserpro and a strong background in financial services.Key Responsibilities:Monitor and report on operational processes to ensure regulatory and service level expectations are...

  • Financial Services Specialist

    2 weeks ago

    Phoenix, Arizona, United States AssetMark Full time

    Job Title: Advisor Services Service SpecialistJob Summary:AssetMark is seeking a highly skilled Advisor Services Service Specialist to provide exceptional support to Financial Advisors and their Service Staff. As a key member of our team, you will be responsible for delivering fast and reliable guidance, administrative training, and website usability support...

  • Financial Services Leader

    3 weeks ago

    Phoenix, Arizona, United States OneMain Financial Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Services Leader to join our team at OneMain Financial. As an Assistant Manager, you will play a key role in creating a work environment that fosters exceptional customer experiences.Key ResponsibilitiesDeliver results related to individual and branch sales and collections goals, as...

  • Financial Services Specialist

    3 weeks ago

    Phoenix, Arizona, United States AssetMark Full time

    Job Description:The Advisor Services Service Specialist plays a vital role in supporting Financial Advisors by providing timely and accurate guidance as they utilize the AssetMark platform to serve their clients' investment and financial planning needs.This position requires a customer-focused individual who can deliver exceptional client experiences and...

  • Technical Support Specialist II

    1 week ago

    Phoenix, Arizona, United States PennyMac Financial Services, Inc. Full time

    Job SummaryThe Desktop Support Technician provides comprehensive technical assistance to end-users, ensuring they have the tools and support needed for a productive work environment.Key ResponsibilitiesResolve technical issues and optimize workstation performanceProvide technical assistance to end-usersEnsure a productive work environmentRequirementsMust...

  • Financial Services Professional

    5 days ago

    Phoenix, Arizona, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial Services ProfessionalLPL Financial partners with credit unions to offer a comprehensive suite of financial services to their clients. This employment opportunity at Global Credit Union in Phoenix, AZ, would allow you to join the Investment Program as a Financial Advisor associated with LPL Financial. Under this model,...

  • Financial Services Professional

    2 weeks ago

    Phoenix, Arizona, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorLPL Financial partners with credit unions to offer a comprehensive suite of financial services to their clients. This employment opportunity at Global Credit Union in Phoenix, AZ, presents a chance to join the Investment Program as a Financial Advisor associated with LPL Financial. As a Financial Advisor, you will...

  • Financial Services Professional

    2 weeks ago

    Phoenix, Arizona, United States Strategy Financial Group Full time

    Financial Advisor RoleStrategy Financial Group in Phoenix, AZ is seeking a highly motivated and customer-focused Financial Advisor to join their team. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Meet one-on-one...