Candidate
Employer
New Business Case Manager
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Job Description
New Business Case Manager | AssetMark
The Tone:
This is a full-time role at AssetMark, located in Phoenix, AZ (hybrid). AssetMark is an industry-leading B2B wealth management firm managing over $150 billion in assets, focused on empowering financial advisors with the tools, support, and service they need to succeed. This role is critical for ensuring new accounts are opened and funded quickly, accurately, and with minimal friction, directly impacting client satisfaction and supporting the company’s rapid growth. It is a dynamic and fluid role that requires razor-sharp prioritization, superb communication, and unshakable ownership.
The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, Phoenix, AZ
• Pay: $58500–$74200 yearly
• Team: New Business Team
• Mission: Ensure new accounts are opened and funded quickly, accurately, and with minimal friction.
What You’ll Actually Do
• Onboarding: Own the full lifecycle of new account onboarding—from application review to transfer completion.
• Case Management: Triage and manage high volumes of cases with varying complexity in tight timeframes.
• Issue Resolution: Reach out same-day to Advisors when issues arise (e.g., Not In Good Order (NIGOs)) and proactively guide them toward resolution.
• Advisor Support: Provide thoughtful, consultative support to help Advisors understand both immediate needs and long-term process improvements.
• System Navigation: Manage 5+ systems simultaneously while responding to client inquiries in real time.
The Must-Haves
• Background: Associate or Bachelor’s degree; core domain knowledge in customer service, case management, or financial services.
• Experience: 1–3 years in a high-volume, fast-paced customer service, case management, or financial services role.
• 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.
• Bonus: FINRA licenses (SIE, Series 6 or 7, 65).
