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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
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