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AssetMark · 1 month ago

Customer Experience Corrections Analyst

Phoenix, AZ

Full-time

Hybrid

Mid Level

$63K/yr - $70K/yr

3+ years exp

AssetMark is a fast-growing financial technology company changing the game for advisors and their clients. The Corrections Analyst will engage closely with our Customer Experience and Operations teams to determine and execute the best course of action for correcting transactions in client accounts.

AdviceConsultingFinancial Services

No H1B

Responsibilities

Analyze errors to determine best course of resolution

Perform corrective action in client accounts to ensure all transactions align with desired outcome and within defined policies and procedures

Reconcile corrected transactions to ensure properly reflected in customer and dealer accounts

Effectively collaborate with cross-functional teams to ensure actions and resolution are clear and concise

Execute quickly and accurately to minimize exposure

Meets goals in productivity, accuracy, and capacity

Builds positive relationships with internal teams, while working in a fast paced highly flexible environment

Oversee and provide secondary review and sign-off on corrective actions

Effectively coordinate, manage, and complete multiple duties and assignments concurrently and within acceptable timelines

Identify opportunities in processes and recommend improvements

Other duties as assigned

Qualification

Financial Service ExperienceTrading ExperienceReconciliation SkillsAPL Portfolio AccountingAnalytical SkillsClient-Centric SolutionsComputer SavvyExcel KnowledgeWord KnowledgeDecision-Making SkillsCommunication SkillsTime-Management SkillsOrganizational SkillsAttention to Detail