Client Services Team Lead

AssetMark; Town of Charlotte (NY); Hybrid; USD 80,000 - 107,000; Full time

Benefits offered by this job

401K Match

Medical/Dental/Vision

HSA – Employer contribution

Hybrid Work Schedule

Fitness Reimbursement

Volunteer Time Off

Job summary

AssetMark seeks a Team Leader to guide a Client Service Support team of four to eight specialists, ensuring consistent, high-quality service for RIAs. You will mentor staff, drive best practices, and partner with leaders to resolve complex issues and improve processes.

You’ll report to the VP of RIA Service, help shape service standards, and support cross-functional collaboration across departments with a focus on advisor satisfaction and client outcomes.

Qualifications

• 5-10 years in a service team supporting RIAs.
• 2 years in a leadership or mentoring role.
• Experience reporting on Service Standard program KPIs.
• Experience in developing employees and delivering top-notch Client Service.

Responsibilities

• Lead, coach, and develop a team of four to eight Client Support Specialists.
• Build a positive, collaborative, and accountable team culture.
• Train team members on service standards, processes, tools, and best practices.
• Develop and improve service processes and workflows to increase consistency and efficiency.
• Monitor service performance, KPIs, and daily reporting; share results with the VP of RIA Service.
• Identify performance gaps, root causes, and improvement opportunities; implement corrective actions.
• Serve as the primary escalation point for complex advisor and client service issues.
• Resolve client concerns promptly while reinforcing high-quality service.
• Build strong partnerships with internal teams to support timely issue resolution.

Skills

Client service leadership

Team coaching

Strong communication

Education

5-10 years in RIAs service

2 years in leadership

Tools

CRM systems

Financial platforms

Job description

Job Description: Adhesion, an AssetMark subsidiary - is a $13B AUM Unified Managed Account Platform designed for Registered Investment Advisors who are looking to bring their clients - and their businesses - to the next level. We passionately believe in the RIA community, the fiduciary model, and doing whatever it takes to raise the bar in the delivery of conflict-free, fee-based investment advice to consumers. We have dedicated ourselves exclusively to this cause for over 15 years.

The Job/What You’ll Do:

We are seeking a motivated individual to serve as the next Team Leader of our Client Service Support team. The successful candidate will embody the AssetMark tenets of Client Obsession, demonstrate a clear approach to delivering consistent client experiences, and maintain an unwavering commitment to the high service standards established for the team. The Team Leader will mentor and coach a team of four to eight Client Support Specialists. This individual will reinforce service best practices, foster a culture of consistency and accountability, and support the VP of RIA Service in creating a highly engaged, high performing team of subject matter experts. The ideal candidate will have strong expertise in client service processes and a high level of familiarity with financial services and the investment advisory industry. Experience with financial technology platforms and managed accounts is preferred. Candidates should be comfortable communicating directly with advisors, serving as an escalation point for complex issues, and partnering with other departments to resolve client concerns and identify opportunities for improvement. In this role, the Team Leader will work alongside the team to resolve complex client service issues and ensure we meet or exceed our commitments to clients. This includes communicating information clearly and proactively to both RIA leadership as well as our clients, facilitating prompt and effective resolutions, and helping team members understand the broader purpose of their work. Our services support our clients’ businesses, help them achieve their goals, and enable them to execute their strategies effectively. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Phoenix, AZ or Charlotte, NC.

RESPONSIBILITIES:

• Lead, coach, and develop a team of four to eight Client Support Specialists.
• Build a positive, collaborative, and accountable team culture.
• Train team members on service standards, processes, tools, and best practices.
• Develop and improve service processes and workflows to increase consistency and efficiency.
• Monitor service performance, KPIs, and daily reporting; share results with the VP of RIA Service.
• Identify performance gaps, root causes, and improvement opportunities; partner with colleagues and leadership to implement corrective actions.
• Serve as the primary escalation point for complex advisor and client service issues.
• Resolve client concerns promptly while reinforcing a high-quality, client-focused service experience.
• Develop a deep understanding of advisor and client needs to continuously improve the client experience.
• Build strong partnerships with internal teams to support timely issue resolution and ongoing service improvement.
• Ensure team readiness for new capabilities and product launches.

Knowledge, Skills, Abilities:

• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
• Solid comprehension or ability to quickly learn the firm’s range of solutions as each applies to specific advisor type.
• Solutions include: SMAs, UMAs, Tax Management, Overlay Services, Tax Transition, various partnerships as well as general consulting services.
• Excellent judgment and decision-making skills.
• Strong interpersonal skills: ability to quickly build strong relationships with other leaders, members of the integrated team and other internal partners.
• Ability to adapt to and lead in a rapidly changing business and technology environment.
• Dependable and consistently meets deliverables.

Education & Experience:

• Experience (5-10 years) in a service team supporting RIAs or similar experience.
• 2 years in a leadership or mentoring role.
• Experience maintaining and reporting on Service Standard program KPIs.
• Have experience with professional development of employees.
• Experience delivering top-notch Client Service with enthusiasm and commitment to assisting leadership in building well-defined strategies and pursue long-term goals with energy and tenacity.

Compensation:

The Base Salary range for this position is between $80,000-$106,500. 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.

Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values

Our values are how we show up every day. We believe in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what’s right, always. Even when it’s hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.

Our Culture & Benefits

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time OffCareer Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued. AssetMark is a fast-growing financial technology company changing the game for advisors and their clients.

If you are searching for a challenging, rewarding, and evolving career, you have come to the right place. We offer competitive salaries, full benefits, and excellent opportunities for growth. To learn more about us, visit our website.