Financial Services Specialist

Job Description:

Assetmark is seeking a bright, confident, and enthusiastic individual to join AssetMark Operations and Service team as a Financial Services Specialist. The Financial Services Specialist will Support Financial Advisors on opening new account and maintain existing accounts. The Financial Services Specialist will have ample opportunity for career progression as they grow their AssetMark knowledge and experience. The Financial Services Specialist will make a lasting impact on financial advisors and their clients.

Responsibilities:

• Support Financial Advisors on opening new accounts and maintaining existing accounts
• Provide a high level of ownership for accuracy, timely completion, and compliance standards on all tasks and responsibilities
• High sense of ownership and pride will be paramount in this role in order to take issue resolutions through the entire lifecycle to completion
• To establish credibility, you'll demonstrate excellent customer service skills and maintain a professional maturity
• Excellent communication skills and ability to deliver results via phone or written communication will be imperative
• Handles calls with both Financial Advisors and Sales while addressing questions, issues and concerns
• Takes total ownership and accountability in all interactions with internal and external customers
• Must communicate collaboratively with other Operations & Services teams all while being consistent with AssetMark values (Heart, Integrity, Respect and Excellence)

Knowledge, Skills, Abilities:

• Knowledge of previous operational or data processing or case management experience
• Strong ability to work remotely and have a self-starter mentality
• Strong demonstrated in highly dynamic customer service background
• Strong written and oral communication skills by being positive, energetic, helpful, professional, clear and confident
• Intermediate level working knowledge of investment products and services
• Exercises strong decision-making skills
• Continually evaluate day-to-day activities for process improvement opportunities; speaks about outages, offers solutions and makes improvements; Must be solution oriented
• Energetic, eager to learn, willing to cooperate
• Shows a high level of integrity and ethics
• Adaptable to change
• Has a passion for self-improvement
• Displays passion and a heart for service

Education and Experience:

• Bachelor's degree or equivalent experience, preferred
• Minimum of 1-2 years financial services/insurance/investments industry experience is required
• A Series 6 or Series 7 license is preferred; if you do not possess a license upon hire, then you will be required to obtain the Series 6 within 90 days of hire (SIE must pass)

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose.

• Flex Time Off (Take what you need)
• 10 days Sick/Mental Health Days
• 401K - 6% Employer Match
• Medical, Dental, Vision - HDHP or PPO
• HSA - Employer contribution
• Volunteer Day
• Career Development / Recognition

#LI-AV1

Who We Are & What We Offer:

AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/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

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.