Client Support Trading Specialist

2 days ago

Phoenix, AZ, 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/What You'll Do:

The AssetMark Client Service Trading Specialist is the primary point of contact for advisors seeking support with trade-related inquiries. This role is central to all trading matters, expertly handling calls, emails, and cases to ensure advisors receive timely and accurate information. As a Subject Matter Expert in core trading functions, the Specialist delivers exceptional service, fostering genuine connections with advisors and their staff in every interaction.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office.

Responsibilities:
  • Client Service: Build sustainable relationships and trust with clients, going the extra mile to engage them through open and interactive communication.
  • Client Communication: Act as the main point of contact for advisors related to trade inquiries. Utilize multiple channels to meet clients in their preferred medium: written case correspondence, email, and phone.
  • Issue Resolution: Provide daily support to advisors, client experience and the trading team to ensure issues are handled with fast and fair resolution.
  • Client Support: Meet client support team targets, manage incoming calls and service inquiries, and maintain high client satisfaction. Collaborate with internal business partners to drive positive client outcomes.
  • Subject Matter Expertise: Provide ongoing support to advisors and internal partners in core trading functions.
Knowledge, Skills, Abilities:
  • Experience navigating model-based trading platform
  • Ability to attain a strong understanding of the trading platforms utilized by AssetMark
  • Excellent verbal, written, and interpersonal communication skills
  • Displays passion and heart for service
  • Makes effective decisions and exercises strong decision-making skills
  • Shows a high level of integrity and ethics
  • Adaptable to change and has a passion for self-improvement
  • Proficient in Microsoft Excel, Word and Outlook
Education & Experience:
  • Minimum of 2 years of industry-related experience
  • Minimum of 2 years' service experience serving Financial Advisors
  • Minimum Required: Series 65 or ability to obtain within 6 months.
Compensation: The Base Salary range for this position is between $80,000-$85,000.

This information reflects a base salary 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-TE1

Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.

We believe in:
  • Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
  • Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
  • Unyielding Integrity, doing what's right, always. Even when it's hard.
  • Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
  • Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.

Our Culture & Benefits

Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life.
  • Flex Time or Paid Time Off and 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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