Client Relations Representative

Company Description:

AssetMark Investment Services, Inc. is an industry leading provider of asset management consulting services and web-based technology for Investment Advisors, broker-dealers, Banks and CPA firms. AssetMark Investment Services, Inc. was established in 1996. The firm's asset base has been consistently growing since 1997 and in 2004, AssetMark's proprietary mutual fund family, the AssetMark Funds, was ranked by Financial Research Corporation as the 3rd fastest growing family of mutual funds in the United States. In 2005, the San Francisco Business Times recognized the firm as the 23rd Best Place to Work in the Bay Area (for companies with 25-100 Bay Area employees). In addition, the East Bay Business Times recognized AssetMark as the 9th Fastest Growing Privately Held Company in the San Francisco Bay Area. AssetMark currently administers over $7 billion in assets.

 Job Description:

The Custodial Relations Group (CRG) is dedicated to opening and maintaining custodial accounts on behalf of our custodian partners.  In addition, CRG tracks all new account funding and paperwork outages while providing ongoing support and training to advisors, administrative staff, and other internal AssetMark departments. 

 

Responsibilities include:

?  Develop a comprehensive understanding of the AssetMark program

?  Efficiently open new accounts and initiate incoming transfers

?  Process and reconcile deposits, journal entries, and withdrawals on a daily basis

?  Proactively track new account funding

?  Process ongoing maintenance items such as re-registrations and terminations

?  Maintain advisor and client contact information in required systems

?  Receive incoming calls from advisors and address issues or concerns

?  Proactively communicate with Advisors on issues and issue resolution

?  Provide ongoing support to advisor clients and other internal AssetMark departments

?  Continually evaluate day to day activities for process improvement opportunities

 Job Requirements:

?  Bachelors degree or equivalent experience required

?  Minimum of 2 years financial services industry experience required

?  Must be detail oriented

?  Customer Service skills required

?  Time management skills required

?  Strong communication skills a must

?  Must be comfortable exercising judgment, evaluating a situation and making a decision

?  Critical thinking skills a must

?  Multi-tasking skills required

?  Microsoft Office skills required

?  Prior custodial services experience a big plus

?  Series 6, 7, 63, 65, 66 a plus

?  Experience processing loans, leases, and new accounts highly desirable.  Financial center and banking experience also highly desirable.