The Job/What You'll Do:
AssetMark strives to deliver asset management excellence, and the Trade Operations team plays a key role in this delivery by ensuring that clients are accurately invested in a timely manner with the quality trade executions to ensure the best client outcomes We are looking for a Process Analyst to join our team. The successful candidate will drive change and efficiency using their advanced analytical and process design skills to create great outcomes for our clients. This position requires strong analytical and problem-solving skills, strong attention to detail, ability to work in a team environment, and a passion for serving financial advisors with a high level of excellence. The focus for this position will be to manage and develop accurate, fast, scalable, and sustainable touchless processes.
Responsibilities:
Knowledge, Skills, and Abilities:
Education & Experience:
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.
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.