Hybrid Partner Custodian Operations Specialist

at AssetMark

• Job title: Partner Custodian Operations Specialist
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $55,000 - $60,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Phoenix, United States

About the role

• 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

Benefits

• Flex Time Off or Paid Time/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