About this role
Partner Custodian Case Manager at AssetMark. Location: Chicago, Illinois, United States. Role: Review paperwork, Open accounts, Fund accounts Requirements: 0-5+ years in brokerage, banking or client service; excellent communication; PC skills; flexible/hybrid work; Series 6/7 preferred; bachelor’s degree preferred. Category: Business Operations Seniority: Entry Level Tools: Excel, Word, Teams Certifications: series 6, series 7 Commitment: Full Time Workplace: Hybrid Languages: English