Transition Services Intern at AssetMark in Phoenix, AZ

Summary: AssetMark is a company shaping the future of financial services, and they are seeking a Transition Services Intern to support their Transition Services team. This role involves assisting with documentation preparation, tracking activities, and providing operational support to facilitate advisor business transitions. Responsibilities: - Assist in preparing account establishment documentation for new advisor transitions - Help with special projects and ad hoc initiatives to support team priorities, process improvements, and ongoing operational needs - Track the submission and status of new account documentation - Monitor account funding progress and follow up on outstanding items - Provide general administrative support to the Transition Services team - Assist in resolving routine issues - Partner with internal departments and custodians to help ensure smooth processing of account transitions - Support ongoing process improvement initiatives and documentation updates Required Qualifications: - Currently pursuing a Bachelor's degree (Finance, Business, Economics, or related field preferred) - Strong organizational skills and attention to detail - Strong written and verbal communication skills - Ability to manage multiple tasks and meet deadlines - Proficiency in Microsoft Office (Excel, Word, Outlook) Preferred Qualifications: - Interest in financial services, investment operations, or wealth management - Prior internship or customer service experience - Familiarity with investment products or financial terminology (coursework acceptable) Required Skills: Microsoft Office Important Skills: Financial services interest, Organizational skills, Communication skills Nice-to-Have Skills: Customer service experience, Investment products familiarity 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