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Bank Trust Service Relationship Manager
Assetmark | |
sick time, flex time, 401(k) | |
United States, Arizona, Phoenix | |
Jul 23, 2024 | |
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:
Knowledge, Skills, and Abilities:
Education & 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. #LI-TN1 #LI-Hybrid 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. |