Strategic Account Services Analyst - Hybrid Phoenix

AssetMark; Phoenix (AZ); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Hybrid work schedule

401K – 6% employer match

Medical, dental, vision

HSA employer contribution

Volunteer Time Off

Job summary

AssetMark is seeking a Strategic Account Services Analyst to support strategic and institutional partnerships, handling high-impact requests and coordinating cross-functional resources. The role emphasizes data analysis, process optimization, and hands-on training to improve workflows and partner communications.

The ideal candidate has 3–5+ years of relevant experience, strong CRM and Excel skills, and a proven ability to translate partner needs into actionable requirements.

Qualifications

• 3–5+ years in financial services, strategic account servicing, operations, or related field.
• Experience with wealth management firms, RIAs, and enterprise/hybrid environments.
• Ability to analyze data, identify trends, and communicate practical recommendations.

Responsibilities

• Serve as primary contact for home-office personnel at strategic and institutional partner firms.
• Own inquiries from intake to resolution, coordinate stakeholders, escalate risks as needed.
• Analyze case activity and identify trends to improve workflows and documentation.
• Develop findings and operational updates for leadership and cross-functional teams.
• Create and maintain processing procedures and provide hands-on training to teammates.

Skills

Analytical thinking

Problem solving

Communication

Stakeholder management

Process improvement

Education

Bachelor's degree preferred

Tools

Salesforce

Excel

Reporting tools

Job description

AssetMark is seeking a Strategic Account Services Analyst to support strategic and institutional partnerships, handling high-impact requests and coordinating cross-functional resources. The role emphasizes data analysis, process optimization, and hands-on training to improve workflows and partner communications.

The ideal candidate has 3–5+ years of relevant experience, strong CRM and Excel skills, and a proven ability to translate partner needs into actionable requirements.