Operational processing jobs

Partner Custodian Specialist

AssetMark · Posted Jun 29, 2026

Phoenix, Arizona, United States +1 more
Hybrid
Full-time · Entry
$55K–$60K per year

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The Account Operations Team is responsible for handling all client-directed requests on existing AssetMark accounts, including investment changes, withdrawals, and beneficiary updates.

Locations (2)

Phoenix, Arizona, United States
Chicago, Illinois, United States

Compensation

Base salary range... $55,000-$60,000

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.
Satisfy advisors with timely, complete, knowledgeable and and responsive communications regarding requests that are not in good order (NIGO).
Assess and minimize risk to organization.

Requirements

Bachelor’s degree or experience in Financial or similar professional Industry

Clearing and Settlements Team Leader - EQUITIES - CLEARING AND SETTLEMENTS

Clearing and Settlements Team Leader - EQUITIES - CLEARING AND SETTLEMENTS

Locations (3)

Responsibilities

Skills

Benefits

Partner Custodian Specialist

Locations (2)

Compensation

Responsibilities

Requirements

Skills

Benefits