Client Services Team Lead
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include sections only if posting has real specific content. We need to parse the job description.
We have:
- About the role: The first paragraph describing Adhesion, AssetMark subsidiary, mission, etc. Also "The Job/What You'll Do:" section. So we can put that under About the role.
- Responsibilities: There's a "RESPONSIBILITIES:" list.
- Knowledge, Skills, Abilities: Could be Skills section.
- Education & Experience: Could be Qualifications or Requirements. The instruction says use headings like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide mapping.
We have "Knowledge, Skills, Abilities:" which is skills. So we can put that under Skills
.
We have "Education & Experience:" which could be Qualifications or Requirements. We'll put under Qualifications
(or Requirements). Since we have both sections maybe we can combine? The instruction: prefer a few substantive sections over many thin ones. We could have About the role, Responsibilities, Skills, Qualifications, Benefits, Pay. Schedule? The posting mentions hybrid work schedule and location (Phoenix, AZ or Charlotte, NC). That's schedule info. So we can include Schedule section.
Pay: Compensation section with base salary range.
Benefits: There's a "Our Culture & Benefits" list: Flex Time or Paid Time Off and Sick Time Off, 401K – 6% Employer Match, Medical, Dental, Vision – HDHP or PPO, HSA – Employer contribution (HDHP only), Volunteer Time Off, Career Development / Recognition, Fitness Reimbursement, Hybrid Work Schedule. Also mention "competitive benefits". So we can include Benefits.
We must not include boilerplate like EEO, etc. Remove that.
We must not repeat job title as heading. Not include Job ID.
We must preserve all substantive information.
We need to use - for any list of duties/requirements/benefits, and
for prose.
We need to ensure we don't create sections with filler text like "commensurate with experience". Not present.
We need to output only HTML fragment.
Let's craft:
About the role
Adhesion, an AssetMark subsidiary, is a $13B AUM Unified Managed Account Platform designed for Registered Investment Advisors who are looking to bring their clients – and their businesses – to the next level. We passionately believe in the RIA community, the fiduciary model, and doing whatever it takes to raise the bar in the delivery of conflict‑free, fee‑based investment advice to consumers. We have dedicated ourselves exclusively to this cause for over 15 years.
The Team Leader will mentor and coach a team of four to eight Client Support Specialists. This individual will reinforce service best practices, foster a culture of consistency and accountability, and support the VP of RIA Service in creating a highly engaged, high performing team of subject matter experts. The ideal candidate will have strong expertise in client service processes and a high level of familiarity with financial services and the investment advisory industry. Experience with financial technology platforms and managed accounts is preferred. Candidates should be comfortable communicating directly with advisors, serving as an escalation point for complex issues, and partnering with other departments to resolve client concerns and identify opportunities for improvement. In this role, the Team Leader will work alongside the team to resolve complex client service issues and ensure we meet or exceed our commitments to clients. This includes communicating information clearly and proactively to both RIA leadership as well as our clients, facilitating prompt and effective resolutions, and helping team members understand the broader purpose of their work. Our services support our clients’ businesses, help them achieve their goals, and enable them to execute their strategies effectively. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Phoenix, AZ or Charlotte, NC.
But note we already have a separate Schedule section; we might incorporate schedule info there. However the About the role includes schedule mention; we could keep it there or move to Schedule. The instruction: include a section only when posting has real specific content for it. The posting does mention hybrid work schedule and location; we can put that in Schedule section. So we might not repeat schedule in About the role. But we need to preserve all substantive information; we can still mention location in About the role? Might be duplication. Better to keep location/hybrid schedule in Schedule section, and not repeat in About the role. However the About the role currently includes that sentence; we could remove it from About the role and put it in Schedule. But we must preserve all info; moving it is fine as long as it's present somewhere.
Thus About the role will focus on description of company and role responsibilities (but not the list). We'll keep the description of what the role entails (the paragraph after "The Job/What You'll Do:" up to before responsibilities). Let's extract that.
Original: "The Job/What You'll Do: We are seeking a motivated individual to serve as the next Team Leader of our Client Service Support team. The successful candidate will embody the AssetMark tenets of Client Obsession, demonstrate a clear approach to delivering consistent client experiences, and maintain an unwavering commitment to the high service standards established for the team. The Team Leader will mentor and coach a team of four to eight Client Support Specialists. This individual will reinforce service best practices, foster a culture of consistency and accountability, and support the VP of RIA Service in creating a highly engaged, high performing team of subject matter experts. The ideal candidate will have strong expertise in client service processes and a high level of familiarity with financial services and the investment advisory industry. Experience with financial technology platforms and managed accounts is preferred. Candidates should be comfortable communicating directly with advisors, serving as an escalation point for complex issues, and partnering with other departments to resolve client concerns and identify opportunities for improvement. In this role, the Team Leader will work alongside the team to resolve complex client service issues and ensure we meet or exceed our commitments to clients. This includes communicating information clearly and proactively to both RIA leadership as well as our clients, facilitating prompt and effective resolutions, and helping team members understand the broader purpose of their work. Our services support our clients’ businesses, help them achieve their goals, and enable them to execute their strategies effectively."
We can keep that as prose.
Now Responsibilities: list.
We'll create Responsibilities
- ... each bullet.
List items from RESPONSIBILITIES:
- Lead, coach, and develop a team of four to eight Client Support Specialists.
- Build a positive, collaborative, and accountable team culture.
- Train team members on service standards, processes, tools, and best practices.
- Develop and improve service processes and workflows to increase consistency and efficiency.
- Monitor service performance, KPIs, and daily reporting; share results with the VP of RIA Service.
- Identify performance gaps, root causes, and improvement opportunities; partner with colleagues and leadership to implement corrective actions.
- Serve as the primary escalation point for complex advisor and client service issues.
- Resolve client concerns promptly while reinforcing a high-quality, client-focused service experience.
- Develop a deep understanding of advisor and client needs to continuously improve the client experience.
- Build strong partnerships with internal teams to support timely issue resolution and ongoing service improvement.
- Ensure team readiness for new capabilities and product launches
Now Skills: from Knowledge, Skills, Abilities.
List:
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Solid comprehension or ability to quickly learn the firm’s range of solutions as each applies to specific advisor type. Solutions include: SMAs, UMAs, Tax Management, Overlay Services, Tax Transition, various partnerships as well as general consulting services
- Excellent judgment and decision-making skills
- Strong interpersonal skills: ability to quickly build strong relationships with other leaders, members of the integrated team and other internal partners
- Ability to adapt to and lead in a rapidly changing business and technology environment
- Dependable and consistently meets deliverables
We could keep as
- .
Now Qualifications: Education & Experience.
List:
- Experience (5-10 years) in a service team supporting RIAs or similar experience
- 2 years in a leadership or mentoring role
- Experience maintaining and reporting on Service Standard program KPIs
- Have experience with professional development of employees
- Experience delivering top-notch Client Service with enthusiasm and commitment to assisting leadership in building well-defined strategies and pursue long-term goals with energy and tenacity
We could also include "Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position." That's more like eligibility; could be part of Qualifications or separate. But we can include in Qualifications as a note.
Now Benefits: list from Our Culture & Benefits.
- Flex Time or Paid Time Off and Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
Now Pay: Compensation.
- Base Salary range for this position is between $80,000-$106,500.
- 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.
We can put as
for prose, but also could list as
. The instruction: Use - for any list of duties/requirements/benefits, and
for prose. For Pay, it's not a list but prose; we can use
.
Schedule: The posting mentions hybrid work schedule and location (Phoenix, AZ or Charlotte, NC). Also "We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Phoenix, AZ or Charlotte, NC." So schedule: hybrid work schedule; location: Phoenix, AZ or Charlotte, NC. We'll put as
maybe.
We must not include boilerplate like EEO etc.
Now produce HTML fragment.
Let's craft:
About the role
Adhesion, an AssetMark subsidiary, is a $13B AUM Unified Managed Account Platform designed for Registered Investment Advisors who are looking to bring their clients – and their businesses – to the next level. We passionately believe in the RIA community, the fiduciary model, and doing whatever it takes to raise the bar in the delivery of conflict‑free, fee‑based investment advice to consumers. We have dedicated ourselves exclusively to this cause for over 15 years.
We are seeking a motivated individual to serve as the next Team Leader of our Client Service Support team. The successful candidate will embody the AssetMark tenets of Client Obsession, demonstrate a clear approach to delivering consistent client experiences, and maintain an unwavering commitment to the high service standards established for the team. The Team Leader will mentor and coach a team of four to eight Client Support Specialists. This individual will reinforce service best practices, foster a culture of consistency and accountability, and support the VP of RIA Service in creating a highly engaged, high performing team of subject matter experts. The ideal candidate will have strong expertise in client service processes and a high level of familiarity with financial services and the investment advisory industry. Experience with financial technology platforms and managed accounts is preferred. Candidates should be comfortable communicating directly with advisors, serving as an escalation point for complex issues, and partnering with other departments to resolve client concerns and identify opportunities for improvement. In this role, the Team Leader will work alongside the team
for prose. We need to ensure we don't create sections with filler text like "commensurate with experience". Not present. We need to output only HTML fragment. Let's craft:
About the role
Adhesion, an AssetMark subsidiary, is a $13B AUM Unified Managed Account Platform designed for Registered Investment Advisors who are looking to bring their clients – and their businesses – to the next level. We passionately believe in the RIA community, the fiduciary model, and doing whatever it takes to raise the bar in the delivery of conflict‑free, fee‑based investment advice to consumers. We have dedicated ourselves exclusively to this cause for over 15 years.
The Team Leader will mentor and coach a team of four to eight Client Support Specialists. This individual will reinforce service best practices, foster a culture of consistency and accountability, and support the VP of RIA Service in creating a highly engaged, high performing team of subject matter experts. The ideal candidate will have strong expertise in client service processes and a high level of familiarity with financial services and the investment advisory industry. Experience with financial technology platforms and managed accounts is preferred. Candidates should be comfortable communicating directly with advisors, serving as an escalation point for complex issues, and partnering with other departments to resolve client concerns and identify opportunities for improvement. In this role, the Team Leader will work alongside the team to resolve complex client service issues and ensure we meet or exceed our commitments to clients. This includes communicating information clearly and proactively to both RIA leadership as well as our clients, facilitating prompt and effective resolutions, and helping team members understand the broader purpose of their work. Our services support our clients’ businesses, help them achieve their goals, and enable them to execute their strategies effectively. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Phoenix, AZ or Charlotte, NC.
But note we already have a separate Schedule section; we might incorporate schedule info there. However the About the role includes schedule mention; we could keep it there or move to Schedule. The instruction: include a section only when posting has real specific content for it. The posting does mention hybrid work schedule and location; we can put that in Schedule section. So we might not repeat schedule in About the role. But we need to preserve all substantive information; we can still mention location in About the role? Might be duplication. Better to keep location/hybrid schedule in Schedule section, and not repeat in About the role. However the About the role currently includes that sentence; we could remove it from About the role and put it in Schedule. But we must preserve all info; moving it is fine as long as it's present somewhere. Thus About the role will focus on description of company and role responsibilities (but not the list). We'll keep the description of what the role entails (the paragraph after "The Job/What You'll Do:" up to before responsibilities). Let's extract that. Original: "The Job/What You'll Do: We are seeking a motivated individual to serve as the next Team Leader of our Client Service Support team. The successful candidate will embody the AssetMark tenets of Client Obsession, demonstrate a clear approach to delivering consistent client experiences, and maintain an unwavering commitment to the high service standards established for the team. The Team Leader will mentor and coach a team of four to eight Client Support Specialists. This individual will reinforce service best practices, foster a culture of consistency and accountability, and support the VP of RIA Service in creating a highly engaged, high performing team of subject matter experts. The ideal candidate will have strong expertise in client service processes and a high level of familiarity with financial services and the investment advisory industry. Experience with financial technology platforms and managed accounts is preferred. Candidates should be comfortable communicating directly with advisors, serving as an escalation point for complex issues, and partnering with other departments to resolve client concerns and identify opportunities for improvement. In this role, the Team Leader will work alongside the team to resolve complex client service issues and ensure we meet or exceed our commitments to clients. This includes communicating information clearly and proactively to both RIA leadership as well as our clients, facilitating prompt and effective resolutions, and helping team members understand the broader purpose of their work. Our services support our clients’ businesses, help them achieve their goals, and enable them to execute their strategies effectively." We can keep that as prose. Now Responsibilities: list. We'll createResponsibilities
- ... each bullet.
List items from RESPONSIBILITIES:
- Lead, coach, and develop a team of four to eight Client Support Specialists.
- Build a positive, collaborative, and accountable team culture.
- Train team members on service standards, processes, tools, and best practices.
- Develop and improve service processes and workflows to increase consistency and efficiency.
- Monitor service performance, KPIs, and daily reporting; share results with the VP of RIA Service.
- Identify performance gaps, root causes, and improvement opportunities; partner with colleagues and leadership to implement corrective actions.
- Serve as the primary escalation point for complex advisor and client service issues.
- Resolve client concerns promptly while reinforcing a high-quality, client-focused service experience.
- Develop a deep understanding of advisor and client needs to continuously improve the client experience.
- Build strong partnerships with internal teams to support timely issue resolution and ongoing service improvement.
- Ensure team readiness for new capabilities and product launches
Now Skills: from Knowledge, Skills, Abilities.
List:
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Solid comprehension or ability to quickly learn the firm’s range of solutions as each applies to specific advisor type. Solutions include: SMAs, UMAs, Tax Management, Overlay Services, Tax Transition, various partnerships as well as general consulting services
- Excellent judgment and decision-making skills
- Strong interpersonal skills: ability to quickly build strong relationships with other leaders, members of the integrated team and other internal partners
- Ability to adapt to and lead in a rapidly changing business and technology environment
- Dependable and consistently meets deliverables
We could keep as
- .
Now Qualifications: Education & Experience.
List:
- Experience (5-10 years) in a service team supporting RIAs or similar experience
- 2 years in a leadership or mentoring role
- Experience maintaining and reporting on Service Standard program KPIs
- Have experience with professional development of employees
- Experience delivering top-notch Client Service with enthusiasm and commitment to assisting leadership in building well-defined strategies and pursue long-term goals with energy and tenacity
We could also include "Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position." That's more like eligibility; could be part of Qualifications or separate. But we can include in Qualifications as a note.
Now Benefits: list from Our Culture & Benefits.
- Flex Time or Paid Time Off and Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
Now Pay: Compensation.
- Base Salary range for this position is between $80,000-$106,500.
- 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.
We can put as
for prose, but also could list as
- . The instruction: Use
- for any list of duties/requirements/benefits, and
for prose. For Pay, it's not a list but prose; we can use
. Schedule: The posting mentions hybrid work schedule and location (Phoenix, AZ or Charlotte, NC). Also "We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Phoenix, AZ or Charlotte, NC." So schedule: hybrid work schedule; location: Phoenix, AZ or Charlotte, NC. We'll put as
maybe. We must not include boilerplate like EEO etc. Now produce HTML fragment. Let's craft:
About the role
Adhesion, an AssetMark subsidiary, is a $13B AUM Unified Managed Account Platform designed for Registered Investment Advisors who are looking to bring their clients – and their businesses – to the next level. We passionately believe in the RIA community, the fiduciary model, and doing whatever it takes to raise the bar in the delivery of conflict‑free, fee‑based investment advice to consumers. We have dedicated ourselves exclusively to this cause for over 15 years.
We are seeking a motivated individual to serve as the next Team Leader of our Client Service Support team. The successful candidate will embody the AssetMark tenets of Client Obsession, demonstrate a clear approach to delivering consistent client experiences, and maintain an unwavering commitment to the high service standards established for the team. The Team Leader will mentor and coach a team of four to eight Client Support Specialists. This individual will reinforce service best practices, foster a culture of consistency and accountability, and support the VP of RIA Service in creating a highly engaged, high performing team of subject matter experts. The ideal candidate will have strong expertise in client service processes and a high level of familiarity with financial services and the investment advisory industry. Experience with financial technology platforms and managed accounts is preferred. Candidates should be comfortable communicating directly with advisors, serving as an escalation point for complex issues, and partnering with other departments to resolve client concerns and identify opportunities for improvement. In this role, the Team Leader will work alongside the team
- for any list of duties/requirements/benefits, and
- .
Now Qualifications: Education & Experience.
List:
- Experience (5-10 years) in a service team supporting RIAs or similar experience
- 2 years in a leadership or mentoring role
- Experience maintaining and reporting on Service Standard program KPIs
- Have experience with professional development of employees
- Experience delivering top-notch Client Service with enthusiasm and commitment to assisting leadership in building well-defined strategies and pursue long-term goals with energy and tenacity
We could also include "Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position." That's more like eligibility; could be part of Qualifications or separate. But we can include in Qualifications as a note.
Now Benefits: list from Our Culture & Benefits.
- Flex Time or Paid Time Off and Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
Now Pay: Compensation.
- Base Salary range for this position is between $80,000-$106,500.
- 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.
We can put as