Financial Services New Business Case Manager

AssetMark is a mission-driven, industry-leading B2B wealth management firm managing over $150 billion in assets. They are seeking a New Business Case Manager to ensure new accounts are opened and funded efficiently while managing high volumes of incoming business and resolving time-sensitive issues.ResponsibilitiesOwn the full lifecycle of new account onboarding—from application review to transfer completionTriage and manage high volumes of cases with varying complexity in tight timeframesPrioritize competing tasks and make real-time judgment calls to keep business movingReach out same-day to Advisors when issues arise (e.g., Not In Good Order (NIGOs)) and proactively guide them toward resolutionProvide thoughtful, consultative support to help Advisors understand both immediate needs and long-term process improvementsLearn and master a complex training curriculum quickly, and apply your new knowledge and skills quicklyManage 5+ systems simultaneously while responding to client inquiries in real timeCollaborate with team members and leaders to raise risks, request help, and ensure workflow continuityAdapt swiftly to evolving procedures and business needs without missing a beatMaintain a relentless focus on accuracy, turnaround time, and first-contact resolutionDeliver high Advisor satisfaction by being fast, clear, and solution-oriented, even when juggling 10 things at onceSkillsStrong multitasking and time management in high-volume environmentsClear, professional verbal and written communicationSharp attention to detail under pressureAbility to learn quickly and adapt to complex systems and processesCollaborative, coachable, and eager to improveCalm under pressure, with a solutions-first mindsetAssociate or Bachelor's degree1–3 years in a high-volume, fast-paced customer service, case management, or financial services role4+ years in a fast-paced case management or financial services operations roleFINRA licenses a plus (SIE, Series 6 or 7, 65)BenefitsFlex Time Off or Paid Time/Sick Time Off401K – 6% Employer MatchMedical, Dental, Vision – HDHP or PPOHSA – Employer contribution (HDHP only)Volunteer Time OffCareer Development / RecognitionFitness ReimbursementHybrid Work ScheduleCompany OverviewAssetMark 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 http://www.assetmark.com.



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