AssetMark is a mission-driven, industry-leading B2B wealth management firm managing over $150 billion in assets. They are seeking a New Business Case Manager to ensure new accounts are opened and funded quickly and accurately while providing consultative support to financial advisors.
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
Skills
- 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
- Associate or Bachelor's degree
- 1–3 years in a high-volume, fast-paced customer service, case management, or financial services role
- 4+ years in a fast-paced case management or financial services operations role
- FINRA licenses a plus (SIE, Series 6 or 7, 65)
Benefits
- 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
Company Overview
AssetMark is an investment adviser registered with the Securities and Exchange Commission. It was founded in 1996, and is headquartered in Concord, California, USA, with a workforce of 501-1000 employees. Its website is http://www.assetmark.com.
Apply Now