New Business Case Manager

Responsibilities

• Own the full lifecycle of new account onboarding-from application review to transfer completion.
• Triage and manage high volumes of cases with varying complexity in tight timeframes .
• Prioritize competing tasks and make real-time judgment calls to keep business moving.
• Reach out same-day to Advisors when issues arise (e.g., Not In Good Order (NIGOs)) and proactively guide them toward resolution.
• Provide thoughtful, consultative support to help Advisors understand both immediate needs and long-term process improvements.
• Learn and master a complex training curriculum quickly, and apply your new knowledge and skills quickly
• Manage 5+ systems simultaneously while responding to client inquiries in real time.
• Collaborate with team members and leaders to raise risks, request help, and ensure workflow continuity.
• Adapt swiftly to evolving procedures and business needs without missing a beat.
• Maintain a relentless focus on accuracy, turnaround time, and first-contact resolution.
• Deliver high Advisor satisfaction by being fast, clear, and solution-oriented , even when juggling 10 things at once.
• This Role is for You If:
• You thrive under pressure and are naturally energized by a fast-paced, ever-changing environment.
• You're a natural problem-solver who loves a challenge and doesn't wait to be told what to do.
• You can prioritize and re-prioritize without dropping the ball and still meet your deadlines.
• You're meticulous, but you move fast and get things done .
• You can switch context quickly without losing focus.
• You take extreme ownership of your work and care deeply about delivering high-quality results, fast .
• You're not looking for a clock-in/clock-out job, you want to be trusted with real responsibility.
• What You Bring:
• Skills & Attributes:
• Strong multitasking and time management in high-volume environments
• Clear, professional verbal and written communication
• Sharp attention to detail under pressure
• Ability to learn quickly and adapt to complex systems and processes
• Collaborative, coachable, and eager to improve
• Calm under pressure, with a solutions-first mindset

Requirements

• Entry-Level/Early Career:
• Associate or Bachelor's degree
• 1-3 years in a high-volume, fast-paced customer service, case management, or financial services role
• Experienced Professionals:
• 4+ years in a fast-paced case management or financial services operations role
• FINRA licenses a plus (SIE, Series 6 or 7, 65)
• Why AssetMark?
• We live by our values: Heart, Integrity, Respect, and Excellence. You'll be part of a high-performing team that invests in your growth, challenges you daily, and rewards top performers with career advancement.
• If you're looking for a challenging yet highly rewarding role in the financial industry, this could be the opportunity you've been waiting for.
• Location:
• Phoenix (hybrid in-office 3 days a week on T/W/Th)

Benefits

Additional Information

Job Description: Are you energized by being part of a firm with rapid growth and opportunities? Are you able to tackle complex and challenging cases, prioritize effectively, and execute independently? Do you thrive in an environment where precision and speed are equally important, and where your ability to solve complex problems under pressure directly impacts client satisfaction? At AssetMark , we're a mission-driven, industry-leading B2B wealth management firm managing over $150 billion in assets. We're passionate about empowering financial advisors with the tools, support, and service they need to succeed, and we're growing fast. Our clients are #1 and our goal is to put the "serve" back into financial services! Our New Business Team plays a critical role in our mission, and we're looking for Case Managers (CMs) who are ready to hit the ground running. This is not a routine or administrative processing job. It is a dynamic and fluid role that requires razor-sharp prioritization, superb communication, and unshakable ownership. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ or Charlotte, NC locations.

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