Partner Custodian Case Manager
$55,000–$60,000 year
HybridPhoenix, Arizona, United States
Phoenix, Arizona, United StatesHybridFull Time$55,000–$60,000 yearSenior LevelMedium
Full TimeSenior LevelMedium
Job Summary
Review new account paperwork, resolve outstanding items, and open and fund accounts on the AssetMark platform while ensuring 100% service level adherence. Proactively question unclear instructions to eliminate waste and improve accuracy, then provide clear status updates and next steps to Advisors throughout the process. Execute against key performance measures including accuracy, productivity, contact quality, and on-time delivery of improvement initiatives prioritized from Customer Experience. Accommodate a hybrid work schedule with proximity to the Phoenix, AZ office.
Required Qualifications
- Superb oral and written communication skills
- Must be flexible and adaptable to the needs of the business
- Passion for service - complete understanding of client obsession and what it takes to go above and beyond 'standard' expectations
- 0-5+ years of experience in the brokerage, banking or client service industry
- Ability to interpret a variety of instructions furnished in written or oral form
- Strong PC Skills (Excel, Word, Teams)
- Must be legally authorized to work in the US to be considered
- We are unable to provide visa sponsorship for this position
Desired Qualifications
- Talent Advancement Program certifications – Financial Industry Fundamentals, Emerging Leaders, Process Excellence Course, Service Excellence Series 6 or 7 license
- 2-5+ years in the Financial Industry
- Experience with change management
- Proven leadership skills within a team or organization
- Bachelor's Degree
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