Account Operations Coordinator

AssetMark is an industry-leading business to business wealth management provider dedicated to empowering Financial Advisors and their clients. The Account Operations Coordinator will handle client-directed requests on existing accounts, ensuring timely and accurate communication with Advisors while resolving outstanding items. Responsibilities Ability to satisfy advisors with timely, complete, knowledgeable and responsive communications regarding requests that are not in good order (NIGO) through written and verbal communication Partner closely with Team, Service and Leaders to ensure client requests are handled with care and accuracy Adapt and be flexible based on the needs in the business and within the team Provide a consultative, thorough approach to Advisors regarding resolution on outstanding items and proactively educating Advisors on anything that may help their new business experience improve in the future Communicate with confidence and articulate complex materials in a simple, professional, and effective manner Engage in a fast-paced training program reviewing complex processes that will still require independent judgement and initiative Develop the knowledge and skills needed to deliver world-class client care, focusing on quality control, accuracy and first-contact resolution Critically think through work assignments, potential issues, and prevent miscommunication/errors Meet and exceed performance metrics including accuracy, productivity, contact quality and service levels Follow Standing Operating Procedures while being able to read between the lines and come to conclusions leading to the best outcome possible Work well under pressure while using more than five different software applications simultaneously Participate in team meetings and stay engaged with peers and leaders Handle escalations with patience, care and professionalism Continue to achieve high Advisor loyalty results with exceptional service Ability to assess and minimize risk to organization Effectively work across teams, peers, and other departments Skills Ability to satisfy advisors with timely, complete, knowledgeable and responsive communications regarding requests that are not in good order (NIGO) through written and verbal communication Partner closely with Team, Service and Leaders to ensure client requests are handled with care and accuracy Adapt and be flexible based on the needs in the business and within the team Provide a consultative, thorough approach to Advisors regarding resolution on outstanding items and proactively educating Advisors on anything that may help their new business experience improve in the future Communicate with confidence and articulate complex materials in a simple, professional, and effective manner Engage in a fast-paced training program reviewing complex processes that will still require independent judgement and initiative Develop the knowledge and skills needed to deliver world-class client care, focusing on quality control, accuracy and first-contact resolution Critically think through work assignments, potential issues, and prevent miscommunication/errors Meet and exceed performance metrics including accuracy, productivity, contact quality and service levels Follow Standing Operating Procedures while being able to read between the lines and come to conclusions leading to the best outcome possible Work well under pressure while using more than five different software applications simultaneously Participate in team meetings and stay engaged with peers and leaders Handle escalations with patience, care and professionalism Continue to achieve high Advisor loyalty results with exceptional service Ability to assess and minimize risk to organization Effectively work across teams, peers, and other departments Self-motivated with the ability to work independently and under direction Energetic and eager to continuously learn Ability to multi-task and stay organized Ability to emotionally connect with clients and internally with peers/other functions Consistently demonstrates a high degree of productivity Follows all firm processes, procedures, and protocols Looks ahead and can anticipate obstacles while being prepared to offer solutions Out-of-the-box thinker Works well under pressure and strives to meet deadlines Ability to learn a multitude of software programs and become proficient in their uses Bachelor's or associate degree Experience working in a fast-paced case management or high touch customer service environment 1-3 years financial services/insurance/investments industry experience Extensive experience working in a fast-paced case management environment 4+ years financial services/insurance/investments industry experience Active FINRA Licenses such as SIE, Series 6 or 7, 65 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 AssetMark is an investment adviser registered with the Securities and Exchange Commission. It was founded in 1996, and is headquartered in Concord, California, USA, with a workforce of 501-1000 employees. Its website is