Advanced Account Operations Specialist
Phoenixhybridmid$55K – $65K
Posted 1w ago · via Workday
About this role
Job Description: AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use to help clients achieve wealth, independence, and purpose. Position Summary The Account Operations Team is responsible for handling all client‑directed requests on existing AssetMark accounts. These requests can include anything from an investment change to a withdrawal or a beneficiary update. The primary goal of a Specialist is to ensure requests are addressed and processed timely, accurately, and with the client’s intention top of mind.…
Read the full description on Asset Mark Financial Holdings's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
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2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
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5
Location fit
This role is based in Phoenix. We weight your proximity and willingness to relocate.
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Skills in this role
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