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AssetMark · 2 weeks 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 focused on enhancing the client experience. The Corrections Analyst will work collaboratively with Customer Experience and Operations teams to identify and implement corrective actions for errors in client transactions, ensuring accurate resolution and maintaining client confidence.

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 ExperienceAnalytical SkillsExcel KnowledgeCommunication SkillsClient-Centric SolutionsReconciliation KnowledgePortfolio Accounting FamiliarityPowerAgent FamiliarityBeta FamiliarityDecision-Making SkillsTime ManagementOrganizational SkillsAttention to Detail