Client Services Team Lead - Hybrid (RIA Focus)

AssetMark; Northern (KY); On-site; USD 80,000 - 107,000; Full time

Job summary

AssetMark is seeking a Client Service Team Lead to mentor a four-to-eight-person Client Support team. The role emphasizes coaching, building a collaborative culture, and maintaining high service standards.

You will serve as a key escalation point and partner with other departments to drive continual service improvements. The position supports a hybrid schedule with offices in Phoenix or Charlotte, demanding 5-10 years in service for RIAs and at least 2 years in a leadership role.

Qualifications

• Experience (5-10 years) in a service team supporting RIAs.
• 2 years in a leadership or mentoring role.
• Experience maintaining and reporting on Service Standard program KPIs.
• Experience delivering top-notch client service with energy and commitment to leadership goals.

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.
• Monitor service performance, KPIs, and daily reporting; share results with the VP of RIA Service.
• Serve as the primary escalation point for complex advisor and client service issues.
• Resolve client concerns promptly while maintaining a high-quality service experience.
• Build strong partnerships with internal teams to support issue resolution and service improvement.

Skills

Leadership

Communication

Client service

Interpersonal skills

Decision making

Adaptability

Job description

AssetMark is seeking a Client Service Team Lead to mentor a four-to-eight-person Client Support team. The role emphasizes coaching, building a collaborative culture, and maintaining high service standards.

You will serve as a key escalation point and partner with other departments to drive continual service improvements. The position supports a hybrid schedule with offices in Phoenix or Charlotte, demanding 5-10 years in service for RIAs and at least 2 years in a leadership role.