AssetMark · 1 week ago
Strategic Accounts Services, Service Specialist
Phoenix, AZ
Full-time
Hybrid
Mid Level
$60K/yr - $68K/yr
3+ years expAssetMark is a company on the move, shaping the future of financial services. The Strategic Account Services, Service Specialist is responsible for managing and supporting strategic and institutional partnerships, ensuring seamless coordination across operations and service while delivering exceptional partner experiences.
AdviceConsultingFinancial Services
No H1B
Responsibilities
Serve as a responsive point of contact for home-office personnel within strategic and institutional partner firms
Fully own incoming issues from intake to resolution. Deliver service that builds and maintains strong, professional relationships by providing consistent, responsive, and knowledgeable service
Onboard new firm contacts and provide training and orientation on platform functionality, workflows, and service processes
Act as a liaison between cross function areas of AssetMark to ensure we deliver timely execution of operational tasks requested by partner firms
Deliver ongoing support and education on operational procedures, administrative capabilities, technology tools, and policy updates
Handle incoming inquiries related to: Technology platforms (e.g., eWealthManager), Account setup, documentation, and workflows, Billing, commissions, and compensation inquiries, Regulatory, compliance, and due diligence support, Reporting and data access
Take ownership of issue resolution, ensuring timely follow-up and clear communication with firm contacts
Escalate service-related challenges as needed and ensure status updates are delivered until resolution is achieved
Act as the liaison between partner firms and internal departments including Business Consulting, Service, Operations, Compliance, Marketing, Product, and Technology
Communicate with Strategic and Institutional Account Managers assigned to these firm relationships as needed (Particularly Positive or Negative interactions that could have implications to the ongoing relationship; Opportunities or Sentiment Uncovered)
Maintain comprehensive documentation of firm profiles, including structure, preferences, restrictions, and key contacts
Identify and share operational best practices and process improvement opportunities across the Strategic and Institutional Accounts team
Monitor daily workflows for potential efficiency gains, risk mitigation, and enhancements to partner experience
Organize all documentation per partner firm including agreements, resources, marketing material, list of advisors
Qualification
Required
3-5+ years of experience in relationship management, client service, or operational support within financial services
Familiarity with Wealth Management Firms, Enterprises, Hybrid and RIA environments, including administrative and compliance operations
Excellent communication, organizational, and interpersonal skills with a strong commitment to partner satisfaction
High proficiency in CRM systems (Salesforce preferred), Microsoft Office, and reporting tools
Detail-oriented, solutions-driven, and collaborative with the ability to manage multiple priorities in a dynamic environment
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