Customer Experience Corrections Analyst
Assetmark | |
sick time, flex time, 401(k) | |
United States, Arizona, Phoenix | |
Jan 15, 2025 | |
Job Description:
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 desired 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:
Knowledge, Skills, Abilities:
Education & Experience:
Compensation: The Base Salary range for this position is between $70,000-$90,000. 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-TN1 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.
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued. |