Strategic Accounts Services, Service Specialist
AssetMark(2 months ago)
About this role
The Strategic Account Services Service Specialist at AssetMark supports strategic and institutional partner firms (Wealth Management firms, enterprises, hybrid and RIAs) as a trusted liaison to ensure strong partner relationships and alignment across internal teams. The role emphasizes delivering a high-quality partner experience, facilitating onboarding and education, and maintaining firm profiles and coordination among operations, compliance, and platform teams.
Required Skills
- Relationship Management
- Client Service
- Onboarding
- Salesforce
- Reporting
- Compliance
- Communication
- Problem Solving
- Documentation
- Collaboration
About AssetMark
assetmark.comWe empower financial advisors to create meaningful impact in the lives of their clients.
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