Customer Experience Corrections Analyst

AssetMark Financial Holdings•Phoenix, AZ

1d•$63,000 - $70,000•Hybrid

About The Position

AssetMark is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right place. We offer competitive salaries, full benefits, and excellent opportunities for growth. The Job/What You’ll Do: We stand out in the moments of truth by how we handle mistakes we make. We are very accurate in our processing of thousands of requests a day, but we do make errors and when we do, we do what is right all the time. Our firm is all about fast and fair resolution that restores the Advisor’s and their client’s confidence immediately. We work together as a team to make it right and communicate with the Advisor so they can be the hero for their clients. The Corrections Analyst will engage closely with our Customer Experience and Operations teams to determine and execute the best course of action for correcting transactions in client accounts. The corrections analyst will ensure any corrective action taken in client accounts satisfies the original de sired outcome. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office.

Requirements

High level of understanding on trading, managed models, reconciliation and performance.
Demonstrated passion for providing client-centric solutions
Proven strong decision-making skills
Excellent verbal and written communication skills
Proven time-management skills
Demonstrates accuracy in all aspects of tasks
Strong organizational skills and attention to detail
Computer savvy, intermediate knowledge of Excel and Word, advanced analytical skills
3-5 years Financial Service Experience
Minimum of 2 years of Trading or Trade Corrections experience preferred

Nice To Haves

Familiarity with APL portfolio accounting system, Beta, and PowerAgent preferred

Responsibilities

Analyze errors to determine best course of resolution.
Perform corrective action in client accounts to ensure all transactions align with desired outcome and within defined policies and procedures.
Reconcile corrected transactions to ensure properly reflected in customer and dealer accounts.
Effectively collaborate with cross-functional teams to ensure actions and resolution are clear and concise.
Execute quickly and accurately to minimize exposure.
Meets goals in productivity, accuracy, and capacity.
Builds positive relationships with internal teams, while working in a fast paced highly flexible environment.
Oversee and provide secondary review and sign-off on corrective actions.
Effectively coordinate, manage, and complete multiple duties and assignments concurrently and within acceptable timelines.
Identify opportunities in processes and recommend improvements
Other duties as assigned