Account Operations Specialist handling client-directed requests for AssetMark. Ensuring timely and accurate processing while providing excellent service to financial advisors.
Responsibilities
Partner closely with Team, Service and Leaders to ensure client requests are handled with care and accuracy.
Be productive and ensure all requests are handled within assigned service levels.
Adapt and be flexible based on the needs in the business and within the team.
Ability to satisfy advisors with timely, complete, knowledgeable and responsive communications regarding requests that are not in good order (NIGO) through written and verbal communication.
Ability to assess and minimize risk to organization.
Effectively work across teams, peers, and other departments.
Requirements
Bachelor’s degree or experience in Financial or similar professional Industry
Strong attention to detail and ability to see the “bigger picture”
Demonstrates high proficiency in Operational processing
Outstanding Customer Focus – constantly providing memorable service and creates loyal promoter
Excellent Communication Skills - verbal, written, interpersonal, influencing, and negotiation
Demonstrated analytical and decision making skills
Results Oriented - Proven ability to set and meet aggressive goals
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