Customer Experience Resolution Analyst
AssetMark(1 month ago)
About this role
The Customer Experience Resolution Analyst at AssetMark supports independent financial advisors and their clients by managing and resolving service issues and escalations related to operations and transactions. The role acts as the single owner of customer problems from intake through confirmation of resolution and contributes to customer experience initiatives to drive service improvements. This position sits within AssetMark’s financial services platform focused on advisor support and client satisfaction.
Required Skills
- Customer Service
- Verbal Communication
- Written Communication
- Time Management
- Organization
- Detail Orientation
- Problem Resolution
- Relationship Building
- Coaching
- Process Improvement
+1 more
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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