Advisor Services Associate - Phoenix, Arizona | CareerCircle
Job thumbnail

Advisor Services Associate

Aston Carter


Posting ID: JP-002660067

×Not Interested
Save Job
Pin drop icon
Phoenix, Arizona
Share:Facebook iconTwitter iconLinkedin icon


Position Summary

The ASG Group is dedicated to providing support to Financial Advisors on client and account set-up issues and training advisors on the AssetMark program, procedures and policies. In addition, the ASG group tracks all new account transitions. The ASG group provides ongoing support and training to advisors on different custodial platforms, as well as, tech support on the AssetMark proprietary website and online systems.


financial operations, banking, bank, Excel, data entry, finance clerk, finance administration, Series 6 license, Series 7 license, broker, brokerage

Top Skills Details:

financial operations, banking, bank, Excel, data entry, finance clerk, finance administration, Series 6 license, Series 7 license, broker, brokerage

Additional Skills & Qualifications:

Required Qualifications:

• Develop a comprehensive understanding of the AssetMark program

• Proactively monitor new advisors’ initial accounts and transactions to ensure new advisors have a good experience with the program.

• Act as a liaison between the Advisor, internal AssetMark departments and custodian to research/resolve any administrative issues.

• Support the call center group as follows:

• Communicate with Advisors on assigned issues and issue resolution

• Track new account funding, as assigned

• Actively monitor outstanding trading exception issues, as assigned

• Provide backup support during staff outages

• Continually evaluate day to day activities for process improvement opportunities

• Work diligently on assigned projects

• Bachelor’s degree or equivalent experience required

• Minimum of 1 years financial services industry experience required

Preferred Qualifications:

• Superior written and verbal communication skills

• Excellent interpersonal skills

• Ability to develop plans and follow through to a successful conclusion

• Ability to excel in a dynamic, fast-paced environment

• Ability to multi-task

• Excellent organization skills

• Proficiency in Microsoft Office

• Comfort with being a “team player” and doing whatever is needed, big or small

• Able to get along with diverse personalities

• Self-motivated with ability to work independently and under direction

• Follow all firm processes, procedures, and protocols

• Courteous and professional demeanor on the phone/web with customer interactions and internally with peers/other functions

• Consistently demonstrates a high degree of productivity

Experience Level:

Expert Level

About Aston Carter:

At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.

Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit Aston Carter is a company within Allegis Group, a global leader in talent solutions.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.

Contact Information

Recruiter: Cotis Hooks

Phone: +16232592762


Related Courses