Client Support Specialist

Job Description:

Adhesion, an Assetmark subsidiary - is a $9.1bil Unified Managed Account Platform designed for Registered Investment Advisors who are looking to bring their clients - and their businesses - to the next level. We passionately believe in the RIA community, the fiduciary model, and doing whatever it takes to raise the bar in the delivery of conflict-free, fee-based investment advice to consumers. We have dedicated ourselves exclusively to this cause for over 15 years.

The Job/What You'll Do:

The Client Support team is instrumental in building a sense of belonging and confidence in our brand. The Client Support Specialist is responsible for providing an exceptional service support experience that fosters a genuine connection with our advisors and their staff through every interaction. The Client Support Specialist will be the main point of contact for advisors and their staff, while ensuring that all in-bound phone calls and emails are handled timely and accurately including problem solving and issue resolution.

Responsibilities:

• Client Service - Build sustainable relationships and trust with clients and go the extra mile to engage clients through open and interactive communication.
• Client Communication - Act as the main point of contact for client-related, tactical issues, both internally and externally. Utilize multiple channels to meet clients in their medium of choice: written case correspondence, email, and phone.
• Issue Resolution - Provide daily support, data issue resolution, and daily request processing for clients with accuracy and efficiency.
• Utilize multiple systems to troubleshoot and resolve issues.
• Meet client support team targets, manage incoming calls & service inquiries, and maintain high client satisfaction.
• Work with internal business partners to drive positive Client outcomes.
• Process Improvement - Gather feedback and participate as a key stakeholder in driving improvements to simplify the client experience.
• Adhere to Service Center Standards (balances Advisor need with service center metrics)

Knowledge, Skills, Abilities:

• Word Processing software; Spreadsheet software; Accounting software; Internet software; Project Management software and Database software
• Displays passion and a heart for service
• Strong accountability; bring a sense of ownership for every opportunity
• Excited to shape the customer experience in every interaction
• Experienced in creating a first-class experience
• Execution focused to drive positive outcomes
• Excellent written and communication skills
• Reliable and punctual
• Self-motivated and ambitious
• Exercises strong decision-making skills

Education & Experience:

• Bachelor's degree or equivalent experience preferred
• 1-3 years customer support experience
• 1-2 Years of Financial Services or Wealth Management Experience

Compensation: The Base Salary range for this position is between $60,000-$65,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

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

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.