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Hybrid Partner Custodian Case Manager: Account Opening
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-08-06
Listing for:
AssetMark
Full Time
position Listed on 2026-08-06
Job specializations:
-
Social Work
Human Services/ Social Work
Job Description & How to Apply Below
Asset Mark is seeking a Partner Custodian Case Manager (PCCM) to ensure smooth new account openings and funding with partner custodians. You will review paperwork, work with Advisors and staff to clear items, open accounts, fund them, and provide clear status updates and next steps throughout the process.
As part of the Partner Custodian Team, you will demonstrate strong case management, drive timely resolutions, and maintain accountability for client outcomes.
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