AssetMark

Platform Revenue Analyst

AssetMark(2 months ago)

HybridFull TimeMedior$60,000 - $66,000Finance
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About this role

This role on the Platform Revenue team supports AssetMark’s fee billing operations across the advisor platform, covering calculation, validation, reconciliation, and payment of fees to financial advisor firms, advisors, and strategists. It is a full-time position based in Charlotte, NC with a hybrid work schedule and contributes to the firm’s financial operations across monthly and quarterly billing cycles.

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Required Skills

  • Billing Administration
  • Fee Reconciliation
  • Payment Processing
  • Billing Maintenance
  • Quality Control
  • Revenue Analysis
  • Process Improvement
  • Stakeholder Collaboration
  • Communication
  • Problem Solving

+1 more

Qualifications

  • Bachelor's Degree
AssetMark

About AssetMark

assetmark.com

We empower financial advisors to create meaningful impact in the lives of their clients.

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