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.
Position Summary
The Account Operations Team is responsible for handling all client-directed requests on existing AssetMark accounts. This can include anything from an investment change to a withdrawal, to a beneficiary update. The primary goal of a Specialist is to ensure requests are addressed and processed timely, accurately and with the client's intention at top of mind. A Specialist will ensure client requests are in good order and provide clear, emotionally connected communication to Advisors and their staff to resolve any outstanding items. Key performance measures include accuracy, productivity, contact quality, and ability to work and engage effectively on a team.
Each Specialist will be assigned a primary work group/team on Account Operations based on proficiency need, capacity requirements, tenure and skill. These teams include: Money In and Maintenance, Money Out, Move Money, and Partner Custodian. Each team will work closely to ensure service levels are achieved daily, processes are improved, and team engagement is high. Specialists should be proactive, eager to learn, and work their leaders to develop their skills and careers at AssetMark.
Specialists also have the ability to become Gold or Platinum certified, as well as promoted to a Level 2 or Sr for taking on additional responsibilities and exceeding key performance metrics.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ or our Chicago, IL offices.
Responsibilities:
Required Qualifications:
Compensation: The Base Salary range for this position is between $55,000-$60,000.
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.
Partner Custodian Specialist • Chicago, IL, United States
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