Advanced Account Operations Specialist

Assetmark Account Operations Specialist

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 to help clients achieve wealth, independence, and purpose.
Position Summary
The Account Operations Team is responsible for handling all client-directed requests on existing AssetMark accounts. These requests can include anything from an investment change to a withdrawal or 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 top of mind. Specialists 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 the ability to work and engage effectively on a team.
Each Specialist is assigned to a primary work group within Account Operations based on proficiency needs, capacity requirements, tenure, and skill. These teams work closely to achieve daily service levels, improve processes, and maintain strong engagement. Specialists should be proactive, eager to learn, and partner with their leaders to continue developing their skills and careers at AssetMark.
Specialists also can become Gold or Platinum certified and may be promoted to Level 2 or Senior Specialist by taking on additional responsibilities and exceeding key performance metrics.
Responsibilities:
Partner closely with teammates, Service, and leadership to ensure client requests are handled with care and accuracy.
Maintain productivity and ensure all requests are completed within assigned service levels.
Adapt and remain flexible based on business and team needs.
Provide timely, complete, knowledgeable, and responsive communication to Advisors regarding requests that are not in good order (NIGO), both verbally and in writing.
Assess and minimize organizational risk.
Work effectively across teams, peers, and other departments.
Required Qualifications:
Bachelor's degree or experience in the financial or similar professional industry
Strong attention to detail and ability to understand the broader process
High proficiency in operational processing
Outstanding customer focusconsistently providing memorable service and creating loyal promoters
Excellent communication skills: verbal, written, interpersonal, influencing, and negotiation
Strong analytical and decision-making skills
Results-oriented with a proven ability to set and achieve aggressive goals
Location:
Phoenix (hybrid in-office 3 days a week)
Compensation:
Total compensation includes base salary plus a variable incentive compensation target ("VIC"). Compensation is negotiable based on experience and tenure.
Base Salary (EntryEarly Career): $55,000$65,000
Base Salary (MidAdvanced Career): $65,000$70,000
Annual VIC Target: $3,500 (not guaranteed; based on performance and manager discretion)
This reflects the range AssetMark reasonably expects to pay based on job-related knowledge, skills, education, experience, and work location.
Candidates must be legally authorized to work in the U.S. Visa sponsorship is not available.
Who We Are & What We Offer:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Our Values
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
We believe in:
Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doing what's right, always. Even when it's hard.
Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits
Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your familybecause thriving at work starts with thriving in life.
Flex Time or Paid Time Off and 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.