Job Description
AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. The Advisor Support Specialist supports Financial Advisors by providing guidance and administrative training to enhance their use of the AssetMark platform, aiming to deliver the best client experience possible. Responsibilities Provide phone-based support to inbound inquiries and requests Collaborate with a variety of 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 to 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 Skills Minimum of 1-year customer service experience 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 Provide phone-based support to inbound inquiries and requests Collaborate with a variety of 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 to 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 Experience in Banking, Wealth Management or Financial Services 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