Account Operations Coordinator

Job Description: AssetMark is seeking an Account Coordinator to build trust and be loyal partners to our clients. The Account Coordinator will liaison via the phone between operations, advisors and their staff to provide guidance and expertise on how to resolve and handle all client-directed requests. Responsibilities: Satisfying advisors with timely, complete, knowledgeable and responsive communications regarding requests that are not in good order (NIGO) Using an outstanding customer focus with strong phone skills to assist Financial Advisors in resolving open issues via telephone Working as a team player and continuously meet or exceed service standards Working as a self-directed problem solver with focus on execution, accountability and ownership Assisting other areas and training cross-functionally in various operational tasks Researching complex issues with internal partners and responding to customer, client, and/or internal client requests via telephone and/or email Assessing risk and minimizing the organization exposure or liability regarding client issues Communicating effectively with functional peers and leaders in related functional areas in order to create an excellent customer service experience consistent with AssetMark values Other duties as assigned Knowledge, Skills, Abilities: Outstanding Customer Focus; experience working in customer service environment Excellent oral and written communication skills Detail oriented individual; energized by driving change and process improvement Ability to meet or exceed deadlines in a productive work environment Self-directed, problem solver with focus on execution, accountability and ownership Strong computer skills with an emphasis in Microsoft Word and Excel Education & Experience: Preferred 3-5 years of Financial Operations experience in Securities Industry, preferred Ability to work 9:00am – 5:30pm, Monday – Friday Who We Are & What We Offer: AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients. AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. Flex Time Off or Paid Time/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 As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.