AssetMark · 2 weeks ago
Advisor Support Specialist (Financial Services)
Phoenix, AZ
Full-time
Hybrid
Entry Level
$55K/yr - $65K/yr
1+ years expAssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. The Advisor Services Service Specialist provides fast and reliable guidance to Financial Advisors and their Service Staff as they utilize the AssetMark platform to serve their clients’ investment and financial planning needs.
AdviceConsultingFinancial Services
No H1B
Responsibilities
Provide fast and accurate phone-based support to inbound inquiries and requests
Provide guidance on required paperwork across multiple Custodians and assistance with completing it accurately
Maintain full ownership of all calls including any additional research and follow-up required
Ability to de-escalate calls and provide confidence instilling resolutions
Collaborate with a variety of internal teams to deliver reliable answers and oversight to client requests
Partner with Sales Consultants to ensure advisors are satisfied and empowered to make the most of our platform
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
Qualification
Required
Minimum of 1-year customer service experience
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
Knowledge or aptitude to learn Investment/Financial Services industry
Ability to understand complex business problems by utilizing probing and critical thinking skills
High integrity and fast learner
Preferred
Experience in Banking, Wealth Management or Financial Services
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
Company
AssetMark
AssetMark is an investment adviser registered with the Securities and Exchange Commission.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.81M2024-04-25Acquired
2019-07-17IPO
2016-12-09Series Unknown· $2.81M
Leadership Team
Louis Maiuri
Chairman and Group CEO
Erin Wood
SVP Advanced Planning
Recent News
2025-12-15
Company data provided by crunchbase