High Net Worth Success Analyst
AssetMark(1 month ago)
About this role
The Success Analyst at AssetMark is focused on ensuring positive business outcomes for high-net-worth cases involving investors, advisors, and investment managers. This role serves as the primary owner and contact for cases, tracking success measures and driving transparent coordination across internal teams and external managers. The position supports AssetMark’s mission by helping advisors deliver reliable, high-quality client experiences through process improvement and oversight.
Required Skills
- Trade Instructions
- Case Management
- Stakeholder Communication
- Issue Resolution
- Root Cause Analysis
- Microsoft Excel
- Project Management
- Process Documentation
- Prioritization
- Analytical Skills
Qualifications
- Bachelor Degree
About AssetMark
assetmark.comWe empower financial advisors to create meaningful impact in the lives of their clients.
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