Strategic Accounts Services, Service Specialist

Strategic Accounts Services, Service Specialist

Join to apply for the Strategic Accounts Services, Service Specialist role at Asset Mark

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Join to apply for the Strategic Accounts Services, Service Specialist role at Asset Mark

The Strategic Account Services, Service Specialist is responsible for managing, servicing, and supporting Asset Mark’s strategic and institutional partnerships, including Wealth Management Firms, Enterprises, Hybrid and RIAs. This individual acts as a trusted liaison and day‑to‑day contact for home‑office personnel, ensuring seamless coordination across operations, service, compliance, and platform capabilities.

The core accountability of the Service Specialist is to deliver fast, reliable, personalized support as requests come in via email and phone working with a variety of stakeholders to ensure firm contacts feel confident, well‑cared for and appreciated in every interaction. They should also feel that their firm matters and can achieve their goals working with Asset Mark on whatever particular issue for which they are contacting us.

This role is critical in delivering an exceptional partner experience by executing on key firm initiatives, facilitating onboarding and education, and aligning internal teams with the needs of our partner firms. The Service Specialist will serve within a team that is the primary internal contact and collaborate across departments to support business continuity and service excellence.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office.

• Serve as a responsive point of contact for home‑office personnel within strategic and institutional partner firms.
• Fully own incoming issues from intake to resolution. Deliver service that builds and maintains strong, professional relationships by providing consistent, responsive, and knowledgeable service.
• Onboard new firm contacts and provide training and orientation on platform functionality, workflows, and service processes.
• Act as a liaison between cross‑function areas of Asset Mark to ensure timely execution of operational tasks requested by partner firms.
• Deliver ongoing support and education on operational procedures, administrative capabilities, technology tools, and policy updates.
• Handle incoming inquiries related to:
• Technology platforms (e.g., eWealth
  
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• Account setup, documentation, and workflows
• Billing, commissions, and compensation inquiries
• Regulatory, compliance, and due diligence support
• Reporting and data access
• Take ownership of issue resolution, ensuring timely follow‑up and clear communication with firm contacts.
• Escalate service‑related challenges as needed and ensure status updates are delivered until resolution is achieved.
• Act as the liaison between partner firms and internal departments including Business Consulting, Service, Operations, Compliance, Marketing, Product, and Technology.
• Communicate with Strategic and Institutional Account Managers assigned to these firm relationships as needed.
• Maintain comprehensive documentation of firm profiles, including structure, preferences, restrictions, and key contacts.
• Identify and share operational best practices and process improvement opportunities across the Strategic and Institutional Accounts team.
• Monitor daily workflows for potential efficiency gains, risk mitigation, and enhancements to partner experience.
• Organize all documentation per partner firm including agreements, resources, marketing material, list of advisors.

• 3-5+ years of experience in relationship management, client service, or operational support within financial services.
• Familiarity with Wealth Management Firms, Enterprises, Hybrid and RIA environments, including administrative and compliance operations.
• Excellent communication, organizational, and interpersonal skills with a strong commitment to partner satisfaction.
• High proficiency in CRM systems (Salesforce preferred), Microsoft Office, and reporting tools.
• Detail‑oriented, solutions‑driven, and collaborative with the ability to manage…