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AssetMark · 2 weeks ago

Advisor Support Specialist (Financial Services)

Phoenix, AZ

Full-time

Hybrid

Entry Level

$55K/yr - $65K/yr

1+ years exp

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. The Advisor Support Specialist supports Financial Advisors by providing guidance and administrative training to enhance their use of the AssetMark platform, aiming to deliver the best client experience possible.

AdviceConsultingFinancial Services

No H1B

Responsibilities

Provide phone-based support to inbound inquiries and requests

Collaborate with a variety of internal teams to deliver reliable answers and oversight to client requests

Partner with Sales Consultants to ensure advisors are satisfied and empowered to make the most of our platform

Follow-up and ownership of requests to provide reliable support

Serve advisors in a way that generates loyal, growing advisors who promote the AssetMark platform to their colleagues

Takes accountability to all interactions with internal and external customers

Reports any poor customer experience and works to ensure fast, fair resolutions that restore trust and confidence and keeps the advisor informed about ongoing progress

Effectively contains service issues within the service organization

Reports feedback on desired platform improvements

Helps manage firm risk by setting appropriate expectations and giving clear guidance

Qualification

Customer service experienceInvestment/Financial Services knowledgeOral communicationWritten communicationProcess improvementFast learnerIntegrity

Required

Minimum of 1-year customer service experience

Strong service mindset, desire to help others, and strong affiliation to our Mission of helping advisors make a difference in their clients lives

Strong oral and written communication to ensure professional interactions, clear and confident engagement, and positive interaction style

Participate in selected departmental process improvement initiatives and duties as assigned

Manage firm risk by setting appropriate expectations

Supports and adheres to departmental standards for call management

Knowledge or aptitude to learn Investment/Financial Services industry

High integrity and fast learner