AssetMark Financial, Inc

New Business Case Manager

Phoenix, AZ

No sponsorship$55k-$65kDetected 30 days ago

Customer SupportCommunicationCollaborationTime Management

About the role

Are you able to tackle complex and challenging cases, prioritize effectively, and execute independently?
This is not a routine or administrative processing job.

Own the full lifecycle of new account onboarding-from application review to transfer completion.
Triage and manage high volumes of cases with varying complexity in tight timeframes.
Provide thoughtful, consultative support to help Advisors understand both immediate needs and long-term process improvements.
Manage 5+ systems simultaneously while responding to client inquiries in real time.
Collaborate with team members and leaders to raise risks, request help, and ensure workflow continuity.
Maintain a relentless focus on accuracy, turnaround time, and first-contact resolution.
Deliver high Advisor satisfaction by being fast, clear, and solution-oriented, even when juggling 10 things at once.
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.

Ability to learn quickly and adapt to complex systems and processes
Do you thrive in an environment where precision and speed are equally important, and where your ability to solve complex problems under pressure directly impacts client satisfaction?
You can prioritize and re-prioritize without dropping the ball and still meet your deadlines.
You can switch context quickly without losing focus.
Candidates must be legally authorized to work in the US to be considered.
Skills & Attributes:
Strong multitasking and time management in high-volume environments
Clear, professional verbal and written communication
Sharp attention to detail under pressure
Collaborative, coachable, and eager to improve
Calm under pressure, with a solutions-first mindset
Preferred Qualifications:

Entry-Level/Early Career:
Associate or Bachelor's degree
1-3 years in a high-volume, fast-paced customer service, case management, or financial services role
Experienced Professionals:
4+ years in a fast-paced case management or financial services operations role
FINRA licenses a plus (SIE, Series 6 or 7, 65)
If you're looking for a challenging yet highly rewarding role in the financial industry, this could be the opportunity you've been waiting for.
Additionally, this position is eligible for an annualized VIC of $3,500 (for entry-early career candidates) or $4,200 (for mid-advanced career candidates).

The Base Salary range for entry-early career candidates is $55,000-$65,000
The Base Salary range mid-advanced career candidates is $65,000-$70,000
The total compensation for this role includes Base Salary plus a variable incentive compensation target ("VIC"), as detailed below.
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.
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives.

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

Heart, Integrity, Respect, and Excellence.
You'll be part of a high-performing team that invests in your growth, challenges you daily, and rewards top performers with career advancement.
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.

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

This listing is sourced directly from AssetMark Financial, Inc's careers page and normalized into a canonical job model.