Hybrid Client Services Team Lead for RIAs

AssetMark; Phoenix (AZ); Hybrid; USD 80,000 - 107,000; Full time

Benefits offered by this job

Flexible Time Off

401K Match

Medical/Dental/Vision coverage

Hybrid Work Schedule

HSA contribution

Volunteer Time Off

Career Development

Job summary

AssetMark is seeking a Team Leader to guide a Client Service Support team, mentoring four to eight specialists and driving consistent, high-quality support for RIAs. You will partner with leadership to optimize processes and client outcomes while sustaining a culture of accountability and excellence.

The role supports a hybrid schedule with offices in Phoenix, AZ or Charlotte, NC, and requires 5–10 years in service for RIAs along with 2 years in a leadership role and KPI reporting experience.

Qualifications

• 5–10 years in a service team supporting RIAs or similar experience.
• 2 years in a leadership or mentoring role.
• Experience reporting on Service Standard program KPIs.
• Experience developing employees and delivering client service.

Responsibilities

• Lead, coach, and develop a team of four to eight Client Support Specialists.
• Build a collaborative, accountable team culture with strong performance metrics.
• Train on service standards, processes, tools, and best practices.
• Improve service processes to increase consistency and efficiency.
• Monitor KPIs and reporting; share results with leadership.
• Serve as primary escalation point for complex advisor issues.
• Resolve client concerns while preserving high-quality service.

Skills

Clear communication

Presentation skills

Solutions knowledge (SMAs/UMAs)

Judgment & decision-making

Interpersonal relationships

Adaptability

Reliability & deliverables

Job description

AssetMark is seeking a Team Leader to guide a Client Service Support team, mentoring four to eight specialists and driving consistent, high-quality support for RIAs. You will partner with leadership to optimize processes and client outcomes while sustaining a culture of accountability and excellence.

The role supports a hybrid schedule with offices in Phoenix, AZ or Charlotte, NC, and requires 5–10 years in service for RIAs along with 2 years in a leadership role and KPI reporting experience.