Client Services & Operations Specialist
AssetMark(2 months ago)
About this role
A specialist role within Advisor Services and Account Operations supporting financial advisors by enabling efficient account setup, maintenance, and transfers. The position contributes to advisor success by ensuring high-quality service and accuracy in operational processes within a fast-paced, collaborative environment. This is a hybrid role based near Phoenix, AZ.
Required Skills
- Account Operations
- Transfer Processing
- ACAT
- DTC
- Customer Service
- Communication
- Case Management
- Excel
- Phone Support
- Email Support
+2 more
Qualifications
- Bachelor’s Degree
- Series 6
- Series 7
About AssetMark
assetmark.comWe empower financial advisors to create meaningful impact in the lives of their clients.
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