Client Services & Operations Specialist

AssetMark is a company shaping the future of financial services, and they are seeking a Client Services & Operations Specialist. In this role, you will support financial advisors by managing account operations, providing guidance on account processes, and ensuring exceptional service delivery. Responsibilities Serve as a primary point of contact for advisors and their staff, providing guidance on account opening, funding, maintenance, and transfer requests Manage a queue of service cases, ensuring timely and accurate resolution of inquiries and operational tasks Review and process transfer paperwork accurately and efficiently, including ACAT, Non-ACAT, and DTC transfers Track incoming and outgoing transfers, resolving issues and NIGO items promptly Collaborate with internal teams and partner custodians to process transactions such as contributions, withdrawals, investment changes, and transfers Provide training and support on platform usability and administrative processes Take ownership of requests, follow through to completion, and maintain clear communication with stakeholders Ability to assess and minimize risk to organization Conduct daily audits to ensure accurate books and records Report feedback on process improvements and help manage firm risk by setting appropriate expectations Skills 1+ year of customer service or financial services experience Exemplary communication skills: written and verbal Ability to manage multiple cases and priorities effectively Proficiency with common business tools (Email, Excel, Teams) Customer service mindset and willingness to learn Adaptability in a fast-paced environment Collaborative and resourceful problem solver Self-motivated and ownership mentality Financial services or banking experience Bachelor's degree and/or Series 6 or 7 licenses Knowledge of transfer processes (ACAT, Non-ACAT, DTC) 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