Client Support Trading 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 in helping clients achieve wealth, independence, and purpose.

The Job/What You'll Do:

The AssetMark Client Service Trading Specialist is the primary point of contact for advisors seeking support with trade-related inquiries. This role is central to all trading matters, expertly handling calls, emails, and cases to ensure advisors receive timely and accurate information. As a Subject Matter Expert in core trading functions, the Specialist delivers exceptional service, fostering genuine connections with advisors and their staff in every interaction.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office.

Responsibilities:

• Client Service: Build sustainable relationships and trust with clients, going the extra mile to engage them through open and interactive communication.

• Client Communication: Act as the main point of contact for advisors related to trade inquiries.  Utilize multiple channels to meet clients in their preferred medium: written case correspondence, email, and phone.

• Issue Resolution: Provide daily support to advisors, client experience and the trading team to ensure issues are handled with fast and fair resolution.

• Client Support: Meet client support team targets, manage incoming calls and service inquiries, and maintain high client satisfaction. Collaborate with internal business partners to drive positive client outcomes.

• Subject Matter Expertise: Provide ongoing support to advisors and internal partners in core trading functions.

Knowledge, Skills, Abilities:

• Experience navigating model-based trading platform

• Ability to attain a strong understanding of the trading platforms utilized by AssetMark

• Excellent verbal, written, and interpersonal communication skills

• Displays passion and heart for service

• Makes effective decisions and exercises strong decision-making skills

• Shows a high level of integrity and ethics

• Adaptable to change and has a passion for self-improvement

• Proficient in Microsoft Excel, Word and Outlook

Education & Experience:

• Minimum of 2 years of industry-related experience

• Minimum of 2 years’ service experience serving Financial Advisors

• Minimum Required: Series 65 or ability to obtain within 6 months.

Compensation: The Base Salary range for this position is between $80,000-$85,000.

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.

#LI-hybrid

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Due to the sensitive nature of the information that this role needs to access, AssetMark will be required to collect from applicants for this role, elements of Personally Identifiable Information in order to comply with governmental requirements.

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.