Customer Experience Resolution Analyst
AssetMark(1 month ago)
About this role
The Customer Experience Resolution Analyst supports financial advisors and their clients by investigating and resolving reported service errors or dissatisfaction. The role owns customer problems from initial report through confirmation of resolution while coordinating with internal teams. The analyst also contributes to customer experience initiatives and process improvements to enhance service delivery.
Required Skills
- Client Service
- Communication
- Time Management
- Detail Orientation
- Problem Resolution
- Process Improvement
- Coaching
- Reporting
- Compliance
- Account Administration
Qualifications
- Bachelor's Degree
- Series 6
About AssetMark
assetmark.comWe empower financial advisors to create meaningful impact in the lives of their clients.
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