Client Success Team Lead – RIA Services

AssetMark; Town of Charlotte (NY); Sur place; USD 80 000 - 107 000; Plein temps

Avantages offerts par ce poste

401K Match

Medical/Dental/Vision

HSA – Employer contribution

Hybrid Work Schedule

Fitness Reimbursement

Volunteer Time Off

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Client service leadership

Team coaching

Strong communication

Formation

5-10 years in RIAs service

2 years in leadership

Outils

CRM systems

Financial platforms

Description du poste

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.