Asset Mark Phoenix , AZ 85002
Posted 1 week ago
Job Description:
The Job/What You'll Do:
The AssetMark Bank Trust Service Relationship Manager is a single point of contact supporting AssetMark's Bank Trust relationships. The Relationship Manager will work directly with Bank Trust officers and Operations staff via phone and email. The Bank Trust Relationship Manager is responsible for working with cross-functional teams to ensure timely execution, follow-up and resolution is provided for Client Directed Activity, Not in Good Order paperwork, "How to" questions, and Ad-Hoc reporting needs. The Bank Trust Relationship Manager will also be a key stakeholder in converting and onboard new bank relationships and will ensure that any issues are handled with fast and fair resolution.
This is a full-time position in our Phoenix, AZ office with a hybrid work schedule.
Responsibilities:
Develop and maintain strong relationships with financial institutions, bank trust officers, sales, operations, and critical vendors supporting the AssetMark Trust bank channel
Act as the primary point of contact for all bank trust related matters, ensuring timely and clear communication
Answer in-bound calls from Bank Trust Officers and Operations staff
Adheres to Service Center Standards (balances Bank need with service center metrics)
Takes full ownership and accountability for all interactions with internal and external customers
Acts as a Subject Matter Expert for core operations processes
Initiates proactive outbound communications with bank clients to ensure open issues are resolved timely.
Proactively keep Sales and the Enterprise Relationship Team informed of issues and challenges
Monitor and assess the financial health and stability of banking partners, identifying and mitigating potential risks
Ensure all client experience issues provide a fast and fair resolution.
Report all client experience issues to the Customer Experience team and communicate ongoing progress toward resolution to the Bank Trust Officer or Operations staff until the resolution is completed
Continually evaluate day-to-day activities for process improvement opportunities; speaks about outages, offers solutions and makes improvements;
Participate in selected departmental process improvement initiatives and duties as assigned
Supports and adheres to departmental standards for call management
Occasionally support other business enterprises as needed
Knowledge, Skills, and Abilities:
Strong oral and written presence
Strong attention to detail
Displays passion and a heart for service
Has a passion for self-improvement
Exercises strong decision making skills
Bachelor's degree or equivalent experience
Minimum of 2 years industry related experience
Minimum of 2 years relationship management experience
Education & Experience:
Proven experience in relationship management or similar role
Experience with supporting bank relationships
Bachelor's degree or equivalent experience
Minimum of 2 years industry related experience
Minimum of 2 years relationship management experience
Compensation: The Base Salary range for this position is between $65,000-$78,000.
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
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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.
Flex Time Off or Paid Time/Sick Time Off
401K - 6% Employer Match
Medical, Dental, Vision - HDHP or PPO
HSA - Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
Asset Mark