Strategic Accounts Services, Service Specialist
AssetMarkPhoenix, Arizona, United States
Posted December 3, 2025
60000 - 67500 USD year
Full Time
About the Company
AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA.
Job Description
The Strategic Account Services, Service Specialist is responsible for managing, servicing, and supporting AssetMark’s strategic and institutional partnerships, including Wealth Management Firms, Enterprises, Hybrid and RIAs. This individual acts as a trusted liaison and day-to-day contact for home-office personnel, ensuring seamless coordination across operations, service, compliance, and platform capabilities.
Requirements
- Partner Relationship Management & Support
- Service Operations & Problem Resolution
- Internal Collaboration & Operational Excellence
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