AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. The Partner Custodian Specialist is responsible for handling client-directed requests on existing AssetMark accounts, ensuring timely and accurate processing while maintaining clear communication with 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
Skills
- 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 or Paid Time Off and 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
Company Overview
AssetMark is an investment adviser registered with the Securities and Exchange Commission. It was founded in 1996, and is headquartered in Concord, California, USA, with a workforce of 501-1000 employees. Its website is http://www.assetmark.com.