AssetMark
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.
Headquarters
Concord, California, United States
Company Size
501-1000 employees
Founded
1996
We empower financial advisors to create meaningful impact in the lives of their clients.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for AssetMark.
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