AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose.
The Job/What You'll Do:
The Custody Operations Analyst will have established expertise in core Custody Operations activities (pricing, corporate actions, income processing, asset-setup/ maintenance, trade processing/corrections and reconciliation) with the highest level of customer focus, accuracy, speed, and service touch. This position requires strong analytical and problem-solving skills, strong attention to detail, ability to work in a team environment, and a passion for serving financial advisors with a high level of excellence. The focus for this position will be on developing process and/or system improvements, assist with training, and flex to other groups when there is a business need.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Phoenix, AZ.
Responsibilities:
Knowledge, Skills, and Abilities:
Education & Experience:
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
#LI-hybrid
Who We Are & What We Offer:
AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.
AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.