Service Analyst, Advisor Services

AssetMark is seeking a Service Analyst to support initiatives that drive scale, efficiency, and improved service delivery across our Service Teams. This role focuses on leveraging data, tools, and collaboration to enhance productivity, optimize processes, and prepare for future self-service and omni-channel capabilities.

Requirements

• Perform knowledge base audit and restructuring
• Monitor self-service adoption and analyze case deflection impact
• Assist with Salesforce platform rebuild and data migration efforts
• Support the management and delivery of the Quarterly Relationship Management Scorecard process
• Leverage reporting and analytics tools to monitor and improve key call center metrics
• Collaborate with leadership and cross-functional teams to identify operational bottlenecks and implement knowledge and/or process improvements
• Assist in omni-channel readiness planning
• Drive acquisition intelligence initiatives
• Partner with technology teams to optimize routing logic and system settings
• Contribute to continuous improvement initiatives
• Own the Advisor Heat Map process
• Track and provide visibility to our Relationship Management Heat Map results

Benefits

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule