Advisor Services Service Specialist

The Advisor Services Service Specialist provides fast and reliable guidance to Financial Advisors and their Service Staff as they utilize the AssetMark platform to serve their clients' investment and financial planning needs.

Requirements

• Provide fast and accurate phone-based support to inbound inquiries and requests
• Provide guidance on required paperwork across multiple Custodians and assistance with completing it accurately
• Maintain full ownership of all calls including any additional research and follow-up required
• Ability to de-escalate calls and provide confidence instilling resolutions
• Collaborate with a variety of internal teams to deliver reliable answers and oversight to client requests
• Partner with Sales Consultants to ensure advisors are satisfied and empowered to make the most of our platform
• Serve advisors in a way that generates loyal, growing advisors who promote the AssetMark platform to their colleagues
• Takes accountability on all interactions with internal and external customers
• Reports any poor customer experience and works to ensure fast, fair resolutions that restore trust and confidence and keeps the advisor informed about ongoing progress
• Effectively contains service issues within the service organization.
• Reports on feedback on desired platform improvements
• Helps manage firm risk by setting appropriate expectations and giving clear guidance

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