Financial Services Specialist

2 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 work collaboratively with internal teams to ensure seamless support.

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 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 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:
  • 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.

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