Partner Custodian Case Manager

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial Advisors. The Partner Custodian Case Manager (PC CM) plays a crucial role in ensuring a seamless new account opening and funding process, focusing on client experience and operational excellence.

Responsibilities

• Gain a comprehensive understanding of Partner Custodian account opening requirements, including deep knowledge of transfers and cost basis
• Executes on key performance measures such as accuracy, productivity, contact quality and availability
• Works closely with team and leader to ensure all workflow is handled for the day – 100% service level adherence mindset
• Puts the client first and focuses on the client experience when making decisions or handling resolution
• Ability to effectively manage time and priorities throughout the day
• Consistently looks for process improvements and to improve client experience, reduce risk, eliminate waste and improve accuracy and productivity
• Seeks to know the “why” certain policies and procedures are in place versus blindly following steps or directions
• Reviews paperwork and tasks thoroughly, ensuring understanding of full picture and client intent
• Proactively questions and resolves any directions, instructions and/or forms that are not clear, executable and actionable
• Expert at timely Not in good order (NIGO) resolution – focuses on the best and fastest ways Advisors can resolve outstanding items
• Strong culture carrier for team and motivates/inspires others to action and execution
• Help executes Partner Custodian Team Strategy and Vision
• Is In It Together - Strong partnership with peers, specialized teams and their leaders
• Values and takes ownership for career progression and developments

Skills

• 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)
• 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

Benefits

• 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

Company Overview