Account Opening & Funding Specialist: Client-First
$55k - $60kAssetmark Concord
AssetMark is seeking a Partner Custodian Case Manager based in Chicago, Illinois. This role involves ensuring a seamless account opening and funding process while working closely with advisors to provide outstanding client service. The successful candidate should have 0–5+ years in brokerage or banking, strong communication skills, and proficiency in PC applications. The base salary ranges from $55,000 to $60,000, along with additional incentives and benefits. The position emphasizes adaptability and client obsession. #J-18808-Ljbffr AssetMark
Vacancy posted 3 days ago
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