Advisor Services Service Specialist

Responsibilities

• Provide fast and accurate phone-based support to inbound inquiries and requests
• Guide on required paperwork across multiple Custodians and assist in completing it accurately
• Maintain full ownership of all calls including any additional research and follow-up required
• De-escalate calls and provide confidence instilling resolutions
• Collaborate with a variety of internal teams to deliver reliable answers and oversight to client requests
• Serve advisors in a way that generates loyal, growing advisors who promote the AssetMark platform to their colleagues
• Takes accountability on 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 on feedback on desired platform improvements
• Helps manage firm risk by setting appropriate expectations and giving clear guidance

Requirements

• 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 service mindset, desire to help others, and strong affiliation to our Mission of helping advisors make a difference in their client’s 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
• Supports and adheres to departmental standards for call management

Qualifications

• Bachelor’s degree or equivalent professional work experience required
• Minimum of 1-year customer service, client support, or financial advisor – facing support experience; 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 service mindset, desire to help others, and strong affiliation to our Mission of helping advisors make a difference in their client’s lives
• Strong oral and written communication to ensure professional interactions, clear and confident engagement, and positive interaction style

Benefits

• 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.
• Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Pay

• The annual amount for this position is between $60,000-$65,000.

Schedule

• We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ or Chicago, IL office.