New Business Case Manager
AssetMark(2 months ago)
About this role
A New Business Case Manager at AssetMark is part of the New Business Team within a rapidly growing B2B wealth management firm managing over $150B in assets. The role supports the firm’s mission to empower financial advisors and is based hybrid near Phoenix, AZ or Charlotte, NC. It’s situated in a fast-paced, growth-oriented environment that emphasizes client service and operational excellence.
Required Skills
- Case Management
- Account Onboarding
- Prioritization
- Communication
- Multitasking
- Time Management
- Attention To Detail
- Problem Solving
- Advisor Support
- Systems Management
+1 more
Qualifications
- Associate Degree
- Bachelor's Degree
- SIE
- Series 6
- Series 7
- Series 65
About AssetMark
assetmark.comWe empower financial advisors to create meaningful impact in the lives of their clients.
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