Advanced Account Operations Specialist jobs in United States
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AssetMark · 10 hours ago

Advanced Account Operations Specialist

positionPhoenix, AZ
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
money$55K/yr - $60K/yr

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. The Advanced Account Operations Specialist is responsible for handling all client-directed requests on existing AssetMark accounts, ensuring requests are processed timely and accurately while maintaining clear communication with advisors and their staff.

AdviceConsultingFinancial Services
badNo H1Bnote

Responsibilities

· Partner closely with Team, Service and Leaders to ensure client requests are handled with care and accuracy
· Be productive and ensure all requests are handled within assigned service levels
· Adapt and be flexible based on the needs in the business and within the team
· Ability to satisfy advisors with timely, complete, knowledgeable and responsive communications regarding requests that are not in good order (NIGO) through written and verbal communication
· Ability to assess and minimize risk to organization
· Effectively work across teams, peers, and other departments

Qualification

Operational processingAnalytical skillsCustomer focusBachelor's degreeAttention to detailCommunication skillsDecision makingResults oriented

Required

Bachelor's degree or experience in Financial or similar professional Industry
Strong attention to detail and ability to see the 'bigger picture'
Demonstrates high proficiency in Operational processing
Outstanding Customer Focus – constantly providing memorable service and creates loyal promoter
Excellent Communication Skills - verbal, written, interpersonal, influencing, and negotiation
Demonstrated analytical and decision making skills
Results Oriented - Proven ability to set and meet aggressive goals

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

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AssetMark is an investment adviser registered with the Securities and Exchange Commission.
dateFounded in 1996
location
Concord, California, USA
people-size501-1000 employees
web-link
http://www.assetmark.com

Funding

Current Stage
Public Company
Total Funding
$2.81M
2024-04-25Acquired
2019-07-17IPO
2016-12-09Series Unknown· $2.81M

Leadership Team

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Louis Maiuri
Chairman and Group CEO
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Erin Wood
SVP Advanced Planning
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Recent News

GlobeNewswire
AssetMark Completes Acquisition of Efficient Advisors, LLC
2025-12-15
AssetMark, Inc.
AssetMark Launches Private Market Access with Strategies from Apollo, Carlyle, KKR, and StepStone Group
2025-11-19
Pulse 2.0
AssetMark Expands RIA Presence With Acquisition Of Efficient Advisors And $3 Billion In Client Assets
2025-11-04
Company data provided by crunchbase