AssetMark Financial, Inc

Partner Custodian Case Manager

Phoenix

No sponsorship$55k-$60kDetected 10 hours ago

ExcelLeadershipCommunicationCollaborationAdaptability

About the role

Opening and funding a new account on the AssetMark platform is a significant milestone and an important 'moment of truth' for any Advisor and Client.
PCCM's must exhibit excellent case management disciplines that ensures fast processing, consistent service levels, reliable and accurate set up and initiation.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office.

Gain a comprehensive understanding of Partner Custodian account opening requirements, including deep knowledge of transfers and cost basis
Ability to effectively manage time and priorities throughout the day
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.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.

0-5+ years of experience in the brokerage, banking or client service industry
Ability to interpret a variety of instructions furnished in written or oral form

Talent Advancement Program certifications - Financial Industry Fundamentals, Emerging Leaders, Process Excellence Course, Service Excellence
Series 6 or 7 license
2-5+ years in the Financial Industry
Experience with change management
Proven leadership skills within a team or organization
Bachelor's Degree
Candidates must be legally authorized to work in the US to be considered.
Growth is in our DNA.

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

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.