Hybrid Customer Experience Resolution Analyst

Posted last week

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About the role

  • Customer Experience Resolution Analyst supporting dissatisfied advisors and clients at AssetMark. Resolving operational issues and enhancing service-based competitive advantage while working in a hybrid environment.

Responsibilities

  • Provide support to Advisors and their clients who have reported dissatisfaction with AssetMark Operations or Service
  • Maintain contact with advisors or with individuals on the service team while working on our customer's behalf to resolve their concerns
  • Address topics such as policy provisions, escalated inquiries, and company procedures
  • Responsible as the single owner of a customer problem from the time the problem is brought to Operations until resolution is confirmed
  • Build positive relationships with team members in a fast-paced environment
  • Report statistics used to track trends and initiates changes to existing processes based on complaints
  • Participate in departmental projects and initiatives

Requirements

  • Bachelor’s Degree
  • 2-5 years of financial service experience
  • Series 6, minimum Industry/AssetMark experience and cross-functional process knowledge: Account Administration functions, Transfer of Account, Advisor Services, Trading and Reporting – preferred

Benefits

  • Flex Time or Paid Time Off and Sick Time Off
  • 401K – 6% Employer Match
  • Medical, Dental, Vision – HDHP or PPO
  • HSA – Employer contribution (HDHP only)
  • Volunteer Time Off
  • Career Development / Recognition
  • Fitness Reimbursement
  • Hybrid Work Schedule

Job title

Customer Experience Resolution Analyst

Job type

Experience level

JuniorMid level

Salary

$70,000 - $80,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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