New Business Case Manager

AssetMark Financial Holdings•Phoenix, AZ

20h•Hybrid

About The Position

AssetMark is a mission-driven, industry-leading B2B wealth management firm managing over $150 billion in assets. We are passionate about empowering financial advisors with the tools, support, and service they need to succeed, and we are growing fast. Our clients are #1 and our goal is to put the “serve” back into financial services! Our New Business Team plays a critical role in our mission, and we’re looking for Case Managers (CMs) who are ready to hit the ground running. This is not a routine or administrative processing job. It is a dynamic and fluid role that requires razor-sharp prioritization, superb communication, and unshakable ownership.

Requirements

Strong multitasking and time management in high-volume environments
Clear, professional verbal and written communication
Sharp attention to detail under pressure
Ability to learn quickly and adapt to complex systems and processes
Collaborative, coachable, and eager to improve
Calm under pressure, with a solutions-first mindset
Entry-Level/Early Career: Associate or Bachelor’s degree
Entry-Level/Early Career: 1–3 years in a high-volume, fast-paced customer service, case management, or financial services role
Experienced Professionals: 4+ years in a fast-paced case management or financial services operations role
Experienced Professionals: Associate or Bachelor’s degree
FINRA licenses a plus (SIE, Series 6 or 7, 65)
Candidates must be legally authorized to work in the US to be considered.
We are unable to provide visa sponsorship for this position

Responsibilities

Own the full lifecycle of new account onboarding—from application review to transfer completion.
Triage and manage high volumes of cases with varying complexity in tight timeframes.
Prioritize competing tasks and make real-time judgment calls to keep business moving.
Reach out same-day to Advisors when issues arise (e.g., Not In Good Order (NIGOs)) and proactively guide them toward resolution.
Provide thoughtful, consultative support to help Advisors understand both immediate needs and long-term process improvements.
Learn and master a complex training curriculum quickly, and apply your new knowledge and skills quickly.
Manage 5+ systems simultaneously while responding to client inquiries in real time.
Collaborate with team members and leaders to raise risks, request help, and ensure workflow continuity.
Adapt swiftly to evolving procedures and business needs without missing a beat.
Maintain a relentless focus on accuracy, turnaround time, and first-contact resolution.
Deliver high Advisor satisfaction by being fast, clear, and solution-oriented, even when juggling 10 things at once.