Advisor Services Service Specialist

Strong service mindset, desire to help others, and strong affiliation to our Mission of helping advisors make a difference in their clients lives.
Strong oral and written communication to ensure professional interactions, clear and confident engagement, and positive interaction style.
Knowledge or aptitude to learn Investment/Financial Services industry.
High integrity and fast learner.
Minimum of 1-year customer service experience.

Provide phone-based support to inbound inquiries and requests
Collaborate with a variety of internal teams to deliver reliable answers and oversight to client requests
Partner with Sales Consultants to ensure advisors are satisfied and empowered to make the most of our platform
Follow-up and ownership of requests to provide reliable support
Serve advisors in a way that generates loyal, growing advisors who promote the AssetMark platform to their colleagues
Takes accountability to all interactions with internal and external customers
Reports any poor customer experience and works to ensure fast, fair resolutions that restore trust and confidence and keeps the advisor informed about ongoing progress
Effectively contains service issues within the service organization.
Reports feedback on desired platform improvements
Helps manage firm risk by setting appropriate expectations and giving clear guidance.