Customer Experience Corrections Analyst

AssetMark is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right place.  We offer competitive salaries, full benefits, and excellent opportunities for growth.

The Job/What You’ll Do:

We stand out in the moments of truth by how we handle mistakes we make.  We are very accurate in our processing of thousands of requests a day, but we do make errors and when we do, we do what is right all the time.  Our firm is all about fast and fair resolution that restores the Advisor’s and their client’s confidence immediately. We work together as a team to make it right and communicate with the Advisor so they can be the hero for their clients.

The Corrections Analyst will engage closely with our Customer Experience and Operations teams to determine and execute the best course of action for correcting transactions in client accounts. The corrections analyst will ensure any corrective action taken in client accounts satisfies the original de

sired outcome.

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:

• Analyze errors to determine best course of resolution.

• Perform corrective action in client accounts to ensure all transactions align with desired outcome and within defined policies and procedures.

• Reconcile corrected transactions to ensure properly reflected in customer and dealer accounts.

• Effectively collaborate with cross-functional teams to ensure actions and resolution are clear and concise.

• Execute quickly and accurately to minimize exposure.

• Meets goals in productivity, accuracy, and capacity.

• Builds positive relationships with internal teams, while working in a fast paced highly flexible environment.

• Oversee and provide secondary review and sign-off on corrective actions.

• Effectively coordinate, manage, and complete multiple duties and assignments concurrently and within acceptable timelines.

• Identify opportunities in processes and recommend improvements

• Other duties as assigned

Knowledge, Skills, Abilities:

• High level of understanding on trading, managed models, reconciliation and performance. 

• Demonstrated passion for providing client-centric solutions

• Proven strong decision-making skills

• Excellent verbal and written communication skills

• Proven time-management skills

• Demonstrates accuracy in all aspects of tasks

• Strong organizational skills and attention to detail

• Computer savvy, intermediate knowledge of Excel and Word, advanced analytical skills

Education & Experience:

• 3-5 years Financial Service Experience

• Minimum of 2 years of Trading or Trade Corrections experience preferred

• Familiarity with APL portfolio accounting system, Beta, and PowerAgent preferred

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. Whether that’s through compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best, or offering 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, connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that live these values every day by making a difference, doing what is right, doing the best in all that we do and encouraging and valuing different ideas of experiences, perspective, and backgrounds.

• Flex Time Off (Take what you need)

• 10 days Sick/Mental Health Days

• 401K – 6% Employer Match

• Medical, Dental, Vision – HDHP or PPO

• HSA – Employer contribution

• Volunteer Day

• Career Development / Recognition

Compensation: The Base Salary range for this position is between $63,000-$70,000.  

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 

#LI-TE 1 

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
• Hybrid Work Schedule

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