Partner Custodian Case Manager

About the role

The Partner Custodian Case Manager (PC CM) plays a crucial role in ensuring the smooth opening and funding of new accounts on the AssetMark platform. This position is pivotal in delivering a seamless and best-in-class onboarding experience for Advisors and their clients.

Responsibilities

• Gain a comprehensive understanding of Partner Custodian account opening requirements, including deep knowledge of transfers and cost basis.
• Execute on key performance measures such as accuracy, productivity, contact quality, and availability.
• Work closely with team and leader to ensure all workflow is handled for the day, maintaining 100% service level adherence.
• Put the client first and focus on the client experience when making decisions or handling resolution.
• Effectively manage time and priorities throughout the day.
• Consistently look for process improvements and enhance the client experience, reduce risk, eliminate waste, and improve accuracy and productivity.
• Proactively question and resolve any unclear, non-executable, or actionable directions, instructions, or forms.
• Expertly handle NIGO resolution, focusing on the most efficient ways for Advisors to resolve outstanding items.
• Help execute the Partner Custodian Team's strategy and vision, fostering a culture of teamwork and mutual support.

Requirements

• Superb oral and written communication skills.
• Flexible and adaptable to the needs of the business.
• Passion for service, with a deep understanding of client obsession and exceeding standard expectations.
• 0-5+ years of experience in the brokerage, banking, or client service industry.
• Strong PC skills (Excel, Word, Teams).

Preferred Qualifications

• Talent Advancement Program certifications – Financial Industry Fundamentals, Emerging Leaders, Process Excellence Course, Service Excellence Series.
• 2-5+ years in the Financial Industry.
• Experience with change management.
• Proven leadership skills within a team or organization.
• Bachelor’s Degree.

Benefits

• Base Salary range: $55,000 - $60,000.
• Eligible for additional variable incentive compensation and competitive benefits.
• Flexible work schedule available.
• Comprehensive benefits package including:
• 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.

Company Overview

We are AssetMark, a leading strategic provider of innovative investment and consulting solutions for independent financial advisors. Our mission is to empower advisors to create awesome investment solutions and experiences for their clients. Our teams and leadership embody our Core values: heart, integrity, excellence, and respect. We work with multiple custodians, including Fidelity, Pershing, and Schwab, to ensure a seamless experience for clients regardless of their custodian choice. Our goal is to create a go-to party for questions and guidance, owning the Advisor relationship and setting high standards for service delivery.