Customer Obsession Specialist - AssetMark : Job Details

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose.

We are looking for bright, creative and highly capable people who thrive in a fast-paced dynamic environment. Your desire to bring initiative, fun, resourcefulness and organization will be realized in this part-time opportunity!

The Job/What You'll Do:

The Customer Obsession Specialist is an exciting opportunity for candidates who are looking to put their creativity, communication skills, analytical skills, and customer focus into helping create fun and energizing programs for our associates so that they can wow our customers. The ideal candidate is passionate about people and interested in learning how to create emotional connection and superior customer engagement. The goal of the Customer Obsession team is to ensure that we are building an even stronger following of loyal promoters among the financial advisors who use our platform. Customer obsession means we are highly capable and serve in a way that is personalized, emotionally connected, and beyond advisors' expectations on top of our foundation of being fast, reliable and efficient.

Candidates for this position should have an exceptional customer focus, excellent written and verbal communication skills, a service-oriented mindset, and strong project organization skills. The ability to work collaboratively, creatively and with a sense of fun is essential to drive results and help to reinforce customer obsession throughout the Operations and Service teams, as well as the entire company.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA office.

Responsibilities:

• Execute projects/initiatives that support or deliver improved emotional connection and loyalty among advisors (e.g. improve specialized customer contacts-like problem resolution, web-visible notes, or relationship transitions-or initiatives that enable our firm to personalize and connect more effectively with advisors)
• Gain customer-focused work experience in the financial services field by working within an innovative, fast-growing firm
• Learn best practices for driving loyalty in a business-to-business wealth management platform
• Gain work experience in gathering requirements and defining business solutions
• Gain insights into how to successfully collaborate within a cross-functional and dynamic organization
• Assist Customer Obsession, First-Year Success and Contact Quality teams with ongoing projects and initiatives supporting customer engagement, onboarding and satisfaction
• Assist with event planning and execution
• Provide general administrative support to the team as directed
• Consolidate research and data into cohesive summary of findings and recommendations
• Help to create enthusiasm for Customer Obsession programs

Knowledge, Skills & Abilities:

• Clear and engaging communication style--verbal, written, interpersonal, influencing
• Intermediate-Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Experience in shaping research and data into coherent and persuasive presentation materials
• High energy! Ability to be fun and inject a sense of humor into projects and assignments
• A positive attitude with good organizational, presentation, and writing skills.

Education & Experience:

• Bachelor's or Master's degree in Business, Marketing, Communications or related field

Compensation: The Base Salary range for this position is between $35,000-$40,000.

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

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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.

• Flex Time Off or Paid Time/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

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.