AssetMark Financial, Inc

Partner Custodian Specialist

Chicago, IL

No sponsorship$55k-$60kDetected 23 days ago

NegotiationResearchCommunicationCollaborationAdaptability

About the role

The Account Operations Team is responsible for handling all client-directed requests on existing AssetMark accounts.
This can include anything from an investment change to a withdrawal, to a beneficiary update.
The primary goal of a Specialist is to ensure requests are addressed and processed timely, accurately and with the client's intention at top of mind.

Partner closely with Team, Service and Leaders to ensure client requests are handled with care and accuracy.
Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors.
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.
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.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.

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
Results Oriented - Proven ability to set and meet aggressive goals
Assignments to work groups are based on proficiency need, capacity requirements, tenure and skill.
This team also requires associates to have deep knowledge of state and federal tax withholding, IRS rules surrounding distributions and appropriate trading/settlement times.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
Candidates must be legally authorized to work in the US to be considered.

The Base Salary range for this position is between $55,000-$60,000.
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.
This position will also be eligible for additional variable incentive compensation and competitive benefits.
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
HSA - Employer contribution (HDHP only)
Volunteer Time Off
Fitness Reimbursement
Adapt and be flexible based on the needs in the business and within the team.

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

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