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
