AssetMark · 2 weeks ago
Account Operations Coordinator
Phoenix, AZ
Full-time
Hybrid
Entry, Mid, Senior Level
$55K/yr - $65K/yr
1+ years expAssetMark is an industry-leading business to business wealth management provider dedicated to empowering Financial Advisors and their clients. The Account Operations Coordinator will handle client-directed requests on existing accounts, ensuring timely and accurate communication with Advisors while resolving outstanding items.
AdviceConsultingFinancial Services
No H1B
Responsibilities
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
Partner closely with Team, Service and Leaders to ensure client requests are handled with care and accuracy
Adapt and be flexible based on the needs in the business and within the team
Provide a consultative, thorough approach to Advisors regarding resolution on outstanding items and proactively educating Advisors on anything that may help their new business experience improve in the future
Communicate with confidence and articulate complex materials in a simple, professional, and effective manner
Engage in a fast-paced training program reviewing complex processes that will still require independent judgement and initiative
Develop the knowledge and skills needed to deliver world-class client care, focusing on quality control, accuracy and first-contact resolution
Critically think through work assignments, potential issues, and prevent miscommunication/errors
Meet and exceed performance metrics including accuracy, productivity, contact quality and service levels
Follow Standing Operating Procedures while being able to read between the lines and come to conclusions leading to the best outcome possible
Work well under pressure while using more than five different software applications simultaneously
Participate in team meetings and stay engaged with peers and leaders
Handle escalations with patience, care and professionalism
Continue to achieve high Advisor loyalty results with exceptional service
Ability to assess and minimize risk to organization
Effectively work across teams, peers, and other departments
Qualification
Required
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
Partner closely with Team, Service and Leaders to ensure client requests are handled with care and accuracy
Adapt and be flexible based on the needs in the business and within the team
Provide a consultative, thorough approach to Advisors regarding resolution on outstanding items and proactively educating Advisors on anything that may help their new business experience improve in the future
Communicate with confidence and articulate complex materials in a simple, professional, and effective manner
Engage in a fast-paced training program reviewing complex processes that will still require independent judgement and initiative
Develop the knowledge and skills needed to deliver world-class client care, focusing on quality control, accuracy and first-contact resolution
Critically think through work assignments, potential issues, and prevent miscommunication/errors
Meet and exceed performance metrics including accuracy, productivity, contact quality and service levels
Follow Standing Operating Procedures while being able to read between the lines and come to conclusions leading to the best outcome possible
Work well under pressure while using more than five different software applications simultaneously
Participate in team meetings and stay engaged with peers and leaders
Handle escalations with patience, care and professionalism
Continue to achieve high Advisor loyalty results with exceptional service
Ability to assess and minimize risk to organization
Effectively work across teams, peers, and other departments
Self-motivated with the ability to work independently and under direction
Energetic and eager to continuously learn
Ability to multi-task and stay organized
Ability to emotionally connect with clients and internally with peers/other functions
Consistently demonstrates a high degree of productivity
Follows all firm processes, procedures, and protocols
Looks ahead and can anticipate obstacles while being prepared to offer solutions
Out-of-the-box thinker
Works well under pressure and strives to meet deadlines
Ability to learn a multitude of software programs and become proficient in their uses
Preferred
Bachelor's or associate degree
Experience working in a fast-paced case management or high touch customer service environment
1-3 years financial services/insurance/investments industry experience
Extensive experience working in a fast-paced case management environment
4+ years financial services/insurance/investments industry experience
Active FINRA Licenses such as SIE, Series 6 or 7, 65
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