AssetMark Financial, Inc
Advisor Services Service Specialist
Phoenix, AZ
No sponsorship$60k-$65kDetected 30 days ago
Process ImprovementCustomer SupportResearchLeadershipCommunicationCollaborationCritical Thinking
About the role
- Job Description: 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.
- A successful Service Specialist will be customer service oriented and client-focused in delivering the best client experience possible.
Responsibilities
- Provide fast and accurate phone-based support to inbound inquiries and requests
- Collaborate with a variety of internal teams to deliver reliable answers and oversight to client requests
- Helps manage firm risk by setting appropriate expectations and giving clear guidance
- Supports and adheres to departmental standards for call management
- Minimum of 1-year customer service, client support, or financial advisor - facing support experience; preferably on the phone
- 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.
- 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.
Requirements
- Provide guidance on required paperwork across multiple Custodians and assistance with completing it accurately
- Maintain full ownership of all calls including any additional research and follow-up required
- Candidates must be legally authorized to work in the US to be considered.
Nice to have
- Bachelor's degree or equivalent professional work experience required
- preferably on the phone
- Experience in Wealth Management or Financial Services strongly preferred
- SIE, Series 6 or 7 securities license - preferred
Skills
- Ability to thrive in a fast-paced environment
- Strong navigation skills and the ability to navigate multiple systems at once
- Effective organization skills to ensure all cases and follow-ups are completed
- Self-sufficient with a strong sense of ownership; ability to research and find resolutions with minimal assistance
- 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
- Knowledge or aptitude to learn Investment/Financial Services industry
- Ability to understand complex business problems by utilizing probing and critical thinking skills
- High integrity and fast learner
Compensation
- The annual amount for this position is between $60,000-$65,000.
- This information reflects an annual amount 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 (bonus) and competitive benefits.
- Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives.
Benefits
- Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
- Flex Time or Paid Time Off and Sick Time Off
- Medical, Dental, Vision - HDHP or PPO
- HSA - Employer contribution (HDHP only)
- Volunteer Time Off
- Fitness Reimbursement
- Education & Experience:
Company info
- to help our 10,500+ financial advisors make a meaningful difference in their clients' lives.
- Our values are how we show up every day.
- Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives.
- Client Success.
- We believe in:
- Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
- 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.
- These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
- Our Culture & Benefits
Visa & Work Authorization
- Candidates must be legally authorized to work in the US to be considered.
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