Account Operations Coordinator
AssetMark(1 month ago)
HybridFull TimeJunior$55,000 - $70,000Account Operations
Apply NowAbout this role
AssetMark is a mission-driven wealth management provider supporting financial advisors with integrated technology and services. This Coordinator role sits on the Account Operations Team and contributes to delivering high-quality client support while offering opportunities for career progression to higher coordinator levels.
Required Skills
- Communication
- Client Service
- Case Management
- Multitasking
- Time Management
- Accuracy
- Risk Assessment
- Problem Solving
- Teamwork
- Software Proficiency
+1 more
Qualifications
- Bachelor's Degree
- Associate Degree
- SIE
- Series 6
- Series 7
- Series 65
About AssetMark
assetmark.comWe empower financial advisors to create meaningful impact in the lives of their clients.
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