Fee Accommodation Analyst

AssetMark Financial Holdings•Concord, CA

1d•Hybrid

About The Position

We are seeking a Fee Accommodation Analyst to support the accurate and timely review, approval coordination, implementation, and monitoring of sales fee accommodations. The right candidate will be detail-oriented, analytical, organized, and comfortable managing multiple priorities in a fast-paced environment. The Fee Accommodation Analyst will be responsible for reviewing, processing, and tracking sales fee accommodation requests. This role will validate request details, coordinate with business partners to resolve questions or discrepancies, and support the timely implementation of approved fee arrangements. The Fee Accommodation Analyst will also maintain accurate records, monitor outstanding requests, provide regular status updates, and identify opportunities to improve processes, controls, documentation, and overall operational efficiency. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are located near one of our offices in Concord, CA or Charlotte, NC.

Requirements

Strong analytical and problem-solving skills with a high level of attention to detail
Ability to review data, identify variances, research exceptions, and clearly document conclusions
Strong written and verbal communication skills, with the ability to clearly document findings, decisions, and required actions
Strong prioritization and organizational skills with the ability to manage multiple assignments in a fast-paced environment
Proficient with Microsoft Office, particularly Excel, Outlook, and Word
Ability to work independently and collaboratively while consistently meeting deadlines
Ability to learn new systems and processes and follow established procedures and controls
Strong customer focus and sound judgment in identifying what is in the best interest of the client and the firm
Bachelor’s Degree or equivalent experience required
2 - 5 years of experience in financial services, billing, operations, accounting, data analysis, or a related field preferred
Candidates must be legally authorized to work in the US to be considered.
We are unable to provide visa sponsorship for this position.

Responsibilities

Analyze, review and implement sales fee accommodation requests in accordance with established procedures and service-level expectations
Investigate fee accommodation-related inquiries, discrepancies, and exceptions, and escalate material risks as appropriate
Review account data, fee schedules, approvals, and supporting documentation to validate accommodation terms
Monitor and reconcile active fee accommodations to identify inaccurate, missing, expired, or inconsistent applications
Prepare reports and dashboards summarizing accommodation volumes, financial impact, trends, exceptions, and outstanding items
Maintain documentation and supporting evidence for request reviews, required approvals, implementation, and control execution
Partner with Sales, Sales Operations, Product, Finance, Operations, and other teams to resolve issues and clarify requirements
Assess the impact of product, pricing, system, and process changes on fee accommodations
Identify opportunities to streamline workflows, strengthen controls, reduce manual effort, and introduce automation
Analyze recurring accommodation trends to identify potential pricing, policy, or process improvements
Participate in new Platform Revenue initiatives and evaluate impacts to existing billing processes
Develop working knowledge across Platform Revenue processes and provide cross-functional or backup support as needed