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