Account Operations Specialist

Company: AssetMark Financial Holdings
Location: Phoenix
Posted on: June 25, 2022

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