Job Description
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 AssetMark is an investment adviser registered with the Securities and Exchange Commission.
It was founded in 1996, and is headquartered in Concord, California, USA, with a workforce of 501-1000 employees. Its website is