AssetMark Wins Stevie® Award for Customer Service
20 April 2021 - 3:00PM
AssetMark (NYSE: AMK) today announced it has won a 2021 Silver
Stevie Award in the Customer Service Department of the Year -
Financial Services (100 or More Employees) category. The Stevie
Awards for Sales & Customer Service recognize the achievements
of contact center, customer service, business development, and
sales professionals worldwide.
AssetMark’s Service and Operations teams provide highly
personalized and scalable service, proven to be the industry’s best
as indicated by the firm’s recent Net Promoter Score of 64. The
range of services offered through AssetMark’s support teams--from
business consulting to back-office administrative support--guides
financial advisor businesses at every stage for increased value,
growth, and performance.
“AssetMark prides itself in continuously raising the bar for
customer service with our deeply-ingrained client-centric,
service-oriented culture and service model,” said Carrie Hansen,
EVP, Chief Operating Officer, President Mutual Funds, AssetMark.
“I’m deeply proud of our Service and Operations teams, particularly
for how quickly they were able to adapt to the severe and sudden
industry and social disruption caused by the pandemic. With the
help of our consultants and support teams, our advisors were able
to keep their practices functioning smoothly so they could respond
to their own client needs.”
In 2020, AssetMark ensured they and their advisors would be able
to weather the pandemic by getting 100% of company operations and
700+ employees remote within two days while ramping up efforts to
meet a dramatic surge in advisor requests. Even as inbound advisor
call volume doubled to 2,000 calls per day, AssetMark maintained
its commitment to answering calls within 20 seconds.
In August 2020, AssetMark also launched a new dedicated eService
team while reinforcing the firm’s commitment to fostering deep
relationships with advisors in a virtual environment/channel. With
the help of executive leadership and the integration of new
technologies, the client services team improved the way AssetMark
serves clients while continuously supporting advisors and investors
through this global crisis.
The 2021 Stevie® Awards for Sales & Customer Service was
presented in a virtual ceremony on Wednesday, April 14.
About AssetMark Financial Holdings, Inc.
AssetMark is a leading provider of extensive wealth management
and technology solutions that help financial advisors meet the
ever-changing needs of their clients and businesses. Through
AssetMark, Inc., its investment adviser subsidiary registered with
the U.S. Securities and Exchange Commission, AssetMark operates a
platform that brings together fully integrated technology,
personalized and scalable service, and curated investment solutions
to support financial advisors and their businesses. For more than
20 years, AssetMark has focused on offering the solutions and
services that help financial advisors grow. AssetMark had $74
billion in platform assets as of December 31, 2020. For more
information visit assetmark.com.
Source: AssetMark, Inc.
Media Contact:Oliver HaysMSR Communications for
AssetMark, Inc.oliver@msrcommunications.com
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