Account Operations Specialist
Company: AssetMark Financial Holdings
Location: Phoenix
Posted on: June 25, 2022
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Job Description:
Job Description:The Job/What You'll Do:The Account Operations
team is responsible for maintaining existing accounts for both
managed money and various custodian partners. The Operations
Specialist position requires cross-functional training and ability
to effectively process various operational tasks. This position
requires thorough knowledge of the brokerage and retirement plan
industry with an in-depth understanding of organizational policies
& procedures.Responsibilities:Processing existing account requests
from financial advisors, which include investment change of service
requests, model changes, account maintenance items, cost basis,
contributions, redemptions and termination requests supporting
various distribution channels serving independent investment
financial advisors and their clientsSatisfying financial advisors
requests in a timely, complete, knowledgeable and responsive manner
with outstanding communication regarding requests that are not in
good order (NIGO)Using outstanding customer focus with strong phone
skills to assist financial advisors in resolving open issues via
outbound telephone callsWorking as a team player and continuously
meet or exceed service standardsWorking as a self-directed problem
solver with focus on execution, accountability and
ownershipAssisting other areas and training cross-functionally in
various operational tasksResearching complex issues with internal
partners and responding to customer, client, and/or internal client
requests via telephone and/or emailAssessing risk and minimizing
the organization exposure or liability regarding client
issuesCommunicating effectively with functional peers and leaders
in related functional areas to create an excellent customer service
experience consistent with AssetMark valuesKnowledge, Skills,
Abilities:Outstanding Customer Focus; experience working in
customer service environmentExcellent oral and written
communication skillsDetailed individual; energized by driving
change and process improvementAbility to meet or exceed deadlines
in a productive work environmentSelf-directed, problem solver with
focus on execution, accountability and ownershipStrong computer
skills with emphasis in Microsoft Word and ExcelAbility to
effectively multi task to meet daily service standardEducation &
Experience:1-3 years of Financial Operations experience in
Securities Industry and/or Customer Service#LI-AV1Who We Are & What
We Offer:AssetMark's mission is centered around helping financial
advisors make a difference in the lives of their clients. To help
them do that, we aim to provide advisors with holistic support. We
offer compelling technology that facilitates a better client
experience, consulting services that ensure advisors' businesses
are running at their best and a comprehensive suite of investment
solutions. AssetMark's platform empowers advisors to provide the
highest level of service possible to their clients.AssetMark's
culture is driven by our mission and connected by our values;
Heart, Integrity, Excellence and Respect. You will join a team that
lives these values every day by doing the best and what is right in
all we do and encouraging different ideas for continual success and
innovation. Additionally, we offer a wide range of benefits to meet
the needs of our team members and their families.Flex Time Off or
Paid Time/Sick Time Off401K - 6% Employer MatchMedical, Dental,
Vision - HDHP or PPOHSA - Employer contribution (HDHP
only)Volunteer Time OffCareer Development / RecognitionFitness
ReimbursementHybrid Work ScheduleAs an Equal Opportunity Employer,
AssetMark is committed to building a diverse and inclusive
workplace where everyone feels valued.
Keywords: AssetMark Financial Holdings, Phoenix , Account Operations Specialist, Other , Phoenix, Arizona
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