Advisor Support Specialist (Financial Services)

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. The Advisor Support Specialist provides fast and reliable guidance to Financial Advisors and their Service Staff, resolving complex scenarios to enhance client experiences and facilitate their investment and financial planning needs.ResponsibilitiesProvide fast and accurate phone-based support to inbound inquiries and requestsProvide guidance on required paperwork across multiple Custodians and assistance with completing it accuratelyMaintain full ownership of all calls including any additional research and follow-up requiredAbility to de-escalate calls and provide confidence instilling resolutionsCollaborate with a variety of internal teams to deliver reliable answers and oversight to client requestsPartner with Sales Consultants to ensure advisors are satisfied and empowered to make the most of our platformServe advisors in a way that generates loyal, growing advisors who promote the AssetMark platform to their colleaguesTakes accountability on all interactions with internal and external customersReports any poor customer experience and works to ensure fast, fair resolutions that restore trust and confidence and keeps the advisor informed about ongoing progressEffectively contains service issues within the service organizationReports on feedback on desired platform improvementsHelps manage firm risk by setting appropriate expectations and giving clear guidanceSkillsMinimum of 1-year customer service experienceAbility to thrive in a fast-paced environmentStrong navigation skills and the ability to navigate multiple systems at onceEffective organization skills to ensure all cases and follow-ups are completedSelf-sufficient with a strong sense of ownership; ability to research and find resolutions with minimal assistanceStrong service mindset, desire to help others, and strong affiliation to our Mission of helping advisors make a difference in their client's livesStrong oral and written communication to ensure professional interactions, clear and confident engagement, and positive interaction styleParticipate in selected departmental process improvement initiatives and duties as assignedSupports and adheres to departmental standards for call managementKnowledge or aptitude to learn Investment/Financial Services industryAbility to understand complex business problems by utilizing probing and critical thinking skillsHigh integrity and fast learnerCandidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this positionExperience in Banking, Wealth Management or Financial ServicesBenefitsFlex Time or Paid Time Off and Sick Time Off401K – 6% Employer MatchMedical, Dental, Vision – HDHP or PPOHSA – Employer contribution (HDHP only)Volunteer Time OffCareer Development / RecognitionFitness ReimbursementHybrid Work ScheduleCompany OverviewAssetMark 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.



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