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AssetMarkChicago, IL

Partner Custodian Specialist

Job Description: AssetMark is a leading strategic provider of innovative investment and consulting solutions serving...

Full time On-site $55,000-$60,000 Direct Apply

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AssetMarkConcord, CA

Director, Engineering Manager

Job Description: AssetMark is a leading wealth management platform dedicated to empowering independent financial...

Full time On-site $206,000-$258,000 Direct Apply

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AssetMarkCharlotte, NC

Senior Software Engineer

Job Description: AssetMark is a leading wealth management platform dedicated to empowering independent financial...

Full time On-site $152,000-$173,000 Direct Apply

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AssetMarkCharlotte, NC

Trade Operations Quality Analyst

Job Description: We are seeking a trading professional with strong analytical skills and technical aptitude to join our...

Full time On-site $90,000-$100,000 Direct Apply

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AssetMarkPhoenix, AZ

New Business Case Manager

Job Description: Are you energized by being part of a firm with rapid growth and opportunities? Are you able to tackle...

Full time On-site $150 Direct Apply

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AssetMarkCharlotte, NC

Senior Software Engineer

Job Description: AssetMark is a leading wealth management platform dedicated to empowering independent financial...

Full time On-site $165,000-$190,000 Direct Apply

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AssetMark Recently posted

Partner Custodian Specialist

Chicago, IL

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Job overview

Job Description: AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. Position Summary The Account Operations Team is responsible for handling all client-directed requests on existing AssetMark accounts. This can include anything from an investment change to a withdrawal, to a beneficiary update. The primary goal of a Specialist is to ensure requests are addressed and processed timely, accurately and with the client’s intention at top of mind. A Specialist will ensure client requests are in good order and provide clear, emotionally connected communication to Advisors and their staff to resolve any outstanding items. Key performance measures include accuracy, productivity, contact quality, and ability to work and engage effectively on a team. Each Specialist will be assigned a primary work group/team on Account Operations based on proficiency need, capacity...

Full time On-site $55,000-$60,000 Direct Apply