Partner Custodian Specialist
Assetmark Concord
- # **Job Description:**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.Position SummaryThe **Account Operations Team** is responsible for handling all client-directed requests on existing AssetMark accounts. This can include anything from an investment change to a withdrawal, to a beneficiary update. The primary goal of a Specialist is to ensure requests are addressed and processed timely, accurately and with the client’s intention at top of mind. A Specialist will ensure client requests are in good order and provide clear, emotionally connected communication to Advisors and their staff to resolve any outstanding items. Key performance measures include accuracy, productivity, contact quality, and ability to work and engage effectively on a team.Each Specialist will be assigned a primary work group/team on Account Operations based on proficiency need, capacity requirements, tenure and skill. These teams include: Money In and Maintenance, Money Out, Move Money, and Partner Custodian. Each team will work closely to ensure service levels are achieved daily, processes are improved, and team engagement is high. Specialists should be proactive, eager to learn, and work their leaders to develop their skills and careers at AssetMark.Specialists also have the ability to become Gold or Platinum certified, as well as promoted to a Level 2 or Sr for taking on additional responsibilities and exceeding key performance metrics.**We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ or our Chicago, IL offices.****Responsibilities:*** Partner closely with Team, Service and Leaders to ensure client requests are handled with care and accuracy.* Be productive and ensure all requests are handled within assigned service levels.* Adapt and be flexible based on the needs in the business and within the team.* Ability to satisfy advisors with timely, complete, knowledgeable and responsive communications regarding requests that are not in good order (NIGO) through written and verbal communication.* Ability to assess and minimize risk to organization.* Effectively work across teams, peers, and other departments.**Required Qualifications:*** Bachelor’s degree or experience in Financial or similar professional Industry* Strong attention to detail and ability to see the “bigger picture”* Demonstrates high proficiency in Operational processing* Outstanding Customer Focus – constantly providing memorable service and creates loyal promoter* Excellent Communication Skills - verbal, written, interpersonal, influencing, and negotiation* Demonstrated analytical and decision making skills* Results Oriented - Proven ability to set and meet aggressive goalsAssetMark 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 **Account Operations Team** is responsible for handling all client-directed requests on existing AssetMark accounts. This can include anything from an investment change, to a withdrawal, to a beneficiary update. The primary goal of the team is to ensure requests are addressed and processed timely, accurately and with the client’s intention at top of mind. Key performance measures for the team include accuracy, productivity, contact quality, team engagement results and NPS (loyalty) survey results from Advisors.Each team is comprised of associates who focus on a primary type of work. Assignments to work groups are based on proficiency need, capacity requirements, tenure and skill. These teams are comprised of the following work groups: Money In, Money Out, Move Money, Maintenance/Coordinator and Reports/Audits and Controls.**Money In**This Team focuses on handling all incoming funds to the firm. Primary worktypes include checks, wires, one-time ACH requests and automatic investment plans. This team works closely to ensure funding is allocated and coded correctly to existing client accounts and ensures accounts can meet investment minimums to start trading. This work is vital to the success of AssetMark since incoming assets = growth and success for the firm!**Money Out**This Team focuses on handling all outgoing distributions from the firm. Primary worktypes include withdrawals, cash and in kind terminations, systematic withdrawals and RMD’s. This teams works closely to ensure client requests for funds distributed accurately and timely to the selected recipient. This team also requires associates to have deep knowledge of state and federal tax withholding, IRS rules surrounding distributions and appropriate trading/settlement times. When client’s need to access or distribute their funds, it’s a key milestone for how they will identify AssetMark as a reliable and trusted partner.**Move Money**This Team focuses on handling all movement across accounts. Primary worktypes include investment changes, journals, and divorce/beneficiary claim movements within the platform. This teams works closely to ensure assets are transferred accurately and timely across and within AssetMark accounts. This is the firm’s most volatile worktype as its easily prone to surge in volume during market changes and often results in bulk requests from an Advisor. An investment change may be as simple as changing from a Profile 1 to 2, going 100% to cash or an incredibly complex in-kind death transfer of assets to multiple accounts. Because of the trading implications, this work is incredibly sensitive to our clients and must be a top priority.**Maintenance**This Team focuses on handling all account information updates or alerts. Primary worktypes include beneficiary changes, banking maintenance, duplicate statement requests, corporate resolution and trust updates, account linking requests, address changes and returned mail. A small subset of onshore associates also handle the “complex” maintenance such as research items, correspondence, and account not trading alerts. This team works closely to ensure client accounts are updated timely and accurately, and work with numerous other teams to ensure accounts are in good order and have all the correct details as instructed by the Advisor and their Clients.CoordinatorsThis Team’s primary focus in handling Advisor contact on items that need resolution, through written or verbal communication. They also work on or various campaigns and outreach tasks as they arise and are prioritized. This team is made up of experts who understand how to emotionally connect with our Advisors and support the Operations teams as they work to handle and complete a large variety of client requests. Coordinators also may specialize in a particular work group, but also need to be knowledge, flexible and adaptable as various incoming Advisor calls are received throughout the day and may touch a variety of topics and request types.**Partner Custodian** This team handles ALL money in, money out, move money and maintenance requests for our Partner Custodians (PC’s) – inclusive of Pershing, Fidelity, and TDA/Schwab. This team requires vast knowledge and expertise of our PC’s rules and operating procedures and must work closely with our PC Service Teams to ensure client requests are handled according to their guidelines. Since there are a variety of worktypes within this group, the team must be incredibly flexible and adaptable as the work may change daily and they may need to shift priorities. As volumes grow, we may look to specialize this team even further by custodian and work group.**Reports, Audit and Controls**
- J-18808-Ljbffr AssetMark
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Partner Custodian Specialist in Chicago, IL vacancy
- A leading investment solutions provider is seeking an Account Operations Specialist in Chicago, IL. The role involves handling client requests, ensuring accuracy, and effective communication with advisors. Candidates should possess a Bachelor’s degree or equivalent experience...Suggested
$55k - $60k
...withdrawal, to a beneficiary update. The primary goal of a Specialist is to ensure requests are addressed and processed timely, accurately... ...: Money In and Maintenance, Money Out, Move Money, and Partner Custodian. Each team will work closely to ensure service levels are...SuggestedFlexible hoursShift work$55k - $60k
...Account Operations Specialist AssetMark is a leading strategic provider of innovative investment and consulting solutions serving... ...: Money In and Maintenance, Money Out, Move Money, and Partner Custodian. Each team will work closely to ensure service levels are achieved...SuggestedFlexible hours$55k - $65k
A technology consulting firm in Chicago seeks a Partner Program Specialist to manage partnerships with industry leaders. The role involves overseeing operations, supporting partner onboarding, and driving process improvements. Ideal candidates will have a strong analytical...Suggested$94k - $142k
Job Overview We’re looking for a Senior Specialist, Partner Marketing Operations to help drive how Partner Marketing programs are executed and measured at scale. This role is ideal for someone who enjoys building structure, working with data, and ensuring marketing programs...SuggestedWork at office2 days per week- ..., develop, and debug various map types, ensuring seamless B2B transactions. The ideal candidate will have a solid understanding of partner configurations and will interact with trading partners to validate essential details. This position offers a unique opportunity to...
$77.5k - $108.5k
Overview The Specialist, Lateral Partner Recruiting works closely with the Director of Legal Recruiting and Manager of Lateral Partner Recruiting to execute the firm’s strategic lateral partner recruiting initiatives. This role coordinates all aspects of the lateral partner...$55k - $65k
...teamwork and personal growth. Join our team and build a career as unique as you are. Job Description What You\'ll Do The Partner Program Specialist plays a vital role on our Partner Alliance team, serving as the subject matter expert for our strategic partnerships with...Flexible hours- Dormont Manufacturing Co is looking for an Account Operations Specialist to manage client requests effectively while ensuring accuracy and timely processing. You will work closely within a hybrid team environment, adapting to client needs and providing exceptional service...
- Join our team if you love creating memorable experiences and being part of a vibrant community! At Lakeshore Sport & Fitness, we bring people together through sport, fitness, and fun across our two Chicago clubs — Lincoln Park and our Illinois Center location in the downtown...
Lakeshore Sport and Fitness
Chicago, IL4 days ago $17.5 - $30.5 per hour
Walmart is looking for part-time Janitorial associates in Chicago, IL, to maintain cleanliness and a safe environment in the store. The role includes ensuring cleanliness from the parking lot to the restrooms, significantly impacting customer impressions. Offering competitive...Hourly payPart timeAfternoon shift- Lakeshore Sport and Fitness is looking for passionate individuals to join our Housekeeping & Hospitality Team in Chicago. Your primary role will be to maintain a clean and welcoming environment, ensuring that all members feel safe and valued. You'll play a crucial part ...
$17.5 - $25.5 per hour
Position Summary... Are you ready to help shape a member’s entire shopping experience by giving them a positive first and last impression? We are looking for people who take pride in their work to join our team. As a Maintenance Associate at Sam’s Club, you are responsible...Hourly payMinimum wageFull timeTemporary workPart timeShift workWalmart
Evergreen Park, IL2 days ago- Shifts Available Monday - Friday, 6pm - 8pm General Cleaners Responsibilities Include, But Not Limited To Cleaning of a food manufacturing facility Cleaning restrooms, breakrooms, dusting and trash removal Sweeping, mopping and vacuuming Requirements Experience with cleaning...Monday to FridayShift work
GDI Integrated Facility Services
Hickory Hills, IL4 days ago - ...for the future, visit About KIPP Public Schools KIPP Chicago partners with the KIPP Foundation, a nonprofit organization that supports... ...more just world. Job Description Position Overview The School Custodian is responsible for maintaining a clean, safe, and functional...Temporary workPart timeSummer work
Kipp
Chicago, IL1 day ago $40.74k
...ensure students are fluent in two languages, a STEAM Program, and 1-to-1 technology to prepare students for the future. Job Title Custodian (Full-Time) Classification Classified Accountability Reports to Building Principal and Chief School Business Official Job Profile...Full timeNight shiftBerwyn North School District 98
Berwyn, IL4 days ago- ...Position is expected to comply with and meet The Salvation Army, Federal, State and Local policies and standards. Responsibilities Custodian Duties Ensure that the entire building is cleaned, including all offices and Chapel. Vacuuming the carpets, mopping all hard...Seasonal workWork at officeLocal areaFlexible hours
The Salvation Army USA Central Territory
Chicago, IL2 days ago $39.15k - $42.14k
...Position Overview We are seeking a dependable and service-oriented School Custodian to help maintain clean, safe, and welcoming learning environments across our campuses. This role is responsible for the daily cleaning, maintenance, and upkeep of school facilities while...Full timeTemporary workIt Takes A Village Family Of Schools
Chicago, IL1 day ago$18 per hour
...residential real estate company with operations in the metropolitan areas of Chicago, St. Louis and Kansas City. We are hiring a Custodian for the Hyde Park area! The schedule for this role is Tuesday-Saturday with a pay rate of $18/hour. Please note, a valid driver's...Work at officeLocal areaMac Properties
Chicago, IL19 hours ago- 19162-MARQUET BK-HICKORY 9503 S Roberts Rd Hickory Hills, IL 60457, USA GDI provides best in class integrated, high level, facility maintenance services to The United States and Canada. We have more than 30,000 team members who will effectively contribute to the success...Monday to Friday
GDI Services Inc US
Hickory Hills, IL1 day ago - ...As a Facility Custodian at New World Van Lines, you will play a crucial role in maintaining the cleanliness, safety, and functionality of our Headquarter facility. This position, with attention to detail and dedication to excellence, contributes to creating a positive...
New World Van Lines
Chicago, IL1 day ago $20.65 per hour
...Location: City of Chicago - Chicago, IL 60608 Position Type: Temp Salary Range: $20.65 - $20.65 per hour Job Shift: 2nd Shift Position: Custodian Job Description The Custodian is responsible for performing custodial duties, minor maintenance, and other miscellaneous duties in...Hourly payTemporary workLocal areaShift workAfternoon shiftDiverse Facility Solutions
Chicago, IL4 days ago$38.01k
...The job of Custodian - General is done for the purpose/s of providing custodial services at assigned site; ensuring an attractive, sanitary and safe environment for students, staff and visitors; performing a variety of special cleaning operations; and assisting in preparing...Summer workImmediate startFlexible hoursAfternoon shiftEvanston/Skokie School District 65
Evanston, IL4 days ago$17.8 per hour
Locations Chicago, IL 60621, USA Description Basic Function: Under direct supervision, this position is responsible for performing daily cleaning of a community day service facility, including office spaces, common program areas, warehouse, Cafe and restrooms, as well ...Hourly payFull timeTemporary workPart timeWork at officeMonday to FridayAda S McKinley Community Services
Chicago, IL2 days ago- ...A healthcare service provider in Oak Lawn, IL, is looking for a part-time custodian to maintain cleanliness across its facility. Responsibilities include cleaning floors, dusting devices, and ensuring restrooms are stocked. Candidates should have a high school diploma...Part time
Pediatrics On Demand
Oak Lawn, IL4 days ago - Division / Department: Custodial and Maintenance Classification (FLSA): Full-time, Non-Exempt Position Group: Maintenance Full-Time Equivalent (FTE): 1.0 Anticipated Work Year & Hours: 260 Days (12-Month) Union Membership: Proviso Custodial and Maintenance Union SEIU Local...Full timeLocal areaNight shift
Proviso Township High Schools
Forest Park, IL4 days ago - Keeps building and property in clean and orderly condition. Performs routine maintenance activities. Performs heavy cleaning duties. Sweeps, mops, scrubs, or vacuums floors. Gathers and empties trash. Scrubs, sanitizes, and supplies restroom facilities. ...
TradeJobsWorkforce
Riverside, IL2 days ago - ...Apertura Futura: Overnight Custodian (Part Time) Job Summary The Overnight Custodian will be responsible for the overall cleanliness of all areas of the facility to ensure a positive member experience. Essential Duties and Responsibilities Thoroughly clean and sanitize...Part timeLocal areaImmediate startShift workNight shift
PLNTF Holdings, LLC.
Chicago, IL4 days ago $16 per hour
...Become a Part of the Cleantec Team in Cicero, NY! Join Cleantec as a Janitorial Worker, Commercial Cleaner, or Custodian. No experience needed—just dedication and a positive attitude! Position: Facility Custodian Immediate Start: Join us now! No experience needed, as we...Hourly payLocal areaImmediate startFlexible hoursDay shiftAfternoon shiftCleantec Enterprises
Cicero, IL4 days ago$17.5 per hour
...produces the Christmas Spectacular Starring the Radio City Rockettes, a holiday tradition for more than 90 years. Who are we hiring? The Custodian will be responsible for the cleanliness and organization of their assigned area throughout The Chicago Theatre. This position will...Hourly payLocal areaFlexible hoursNight shiftWeekend workDormont Manufacturing Company
Chicago, IL1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Partner Custodian Specialist. Be the first to apply!
