Advanced Account Operations Specialist

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. The Advanced Account Operations Specialist is responsible for handling all client-directed requests on existing AssetMark accounts, ensuring requests are processed timely and accurately while maintaining clear communication with advisors and their staff.

Responsibilities

• · Partner closely with Team, Service and Leaders to ensure client requests are handled with care and accuracy
• · Be productive and ensure all requests are handled within assigned service levels
• · Adapt and be flexible based on the needs in the business and within the team
• · Ability to satisfy advisors with timely, complete, knowledgeable and responsive communications regarding requests that are not in good order (NIGO) through written and verbal communication
• · Ability to assess and minimize risk to organization
• · Effectively work across teams, peers, and other departments

Skills

• Bachelor's degree or experience in Financial or similar professional Industry
• Strong attention to detail and ability to see the 'bigger picture'
• Demonstrates high proficiency in Operational processing
• Outstanding Customer Focus – constantly providing memorable service and creates loyal promoter
• Excellent Communication Skills - verbal, written, interpersonal, influencing, and negotiation
• Demonstrated analytical and decision making skills
• Results Oriented - Proven ability to set and meet aggressive goals

Benefits

• 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

Company Overview