Latest Evolution in Long-standing Culture of Service Helps Financial Advisors Respond Faster in New Era for Remote Investor Servicing(AssetMark)
AssetMark announced its new dedicated eService team to help financial advisors meet the increasing demand for digital servicing during the pandemic while reinforcing the firm’s commitment to fostering deep relationships with its advisors.
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“The pandemic has ushered in a new era of remote, responsive investor servicing that is here to stay,” said Brad Wheeler, SVP Operations, AssetMark. “With our enhanced on-demand servicing and virtual support tools, advisors will get the rapid knowledge, guidance, and support they need to serve investors faster and more effectively.”
The new personal, online assistance offered through the eService team is an extension of the firm’s industry-leading service offering that scales with the growing needs of today’s investors and their financial advisors. AssetMark eService provides fast, personalized, digital response service levels to client outreach between 8 a.m. and 8 p.m. ET. The new service builds upon the firm’s digital servicing tools aimed at further increasing efficiencies for advisor practices, which include:
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- eDelivery: Lets advisors and investors minimize mail delays and limit potential identity theft with electronic delivery of reports and documents
- eSignature: Delivers a 100% digital account opening experience for qualifying accounts
- eLearning: Planned online videos and guides to help advisors quickly navigate and maximize services available on the platform to streamline administrative tasks and enhance client services
“Delivering outstanding service is deeply ingrained in our culture at AssetMark,” Wheeler added. “We believe this new level of service solidifies our role in helping to support an advisor’s team and goes a long way toward easing advisor workloads, giving them more time to spend with clients.”
