Customer Obsession Week
Customer Obsesession Week

General Counsel Ted Angus, Trade Operations Manager Simi Dosanjh, Trade Operations Portfolio Trading Analyst Janae Mayfield and Chief Operating Officer Carrie Hansen

Our business is based on trust and advisors rely on us to help them streamline, scale, and grow their firms so that they can deliver the best client experience possible. That’s why we obsess over every email, phone call and interaction. And for one week each year we celebrate our culture of service and recognize the people who bring it to life.

Creating Wow Moments for Advisors

Our executives took to the phones, partnering with our operations and service professionals, to reinforce our commitment to making a difference in advisors lives and creating WOW moments.

Learn more about how AssetMark is committed to serving you and your business - Contact Us
Customer Obsesession Week

Honoring Advisors Who Share Our Commitment to Service

This year, we also recognized eight advisors and staff for how they obsess over their clients in three distinct award categories. In addition to the award, winners received a celebratory lunch for their entire office.

Congratulations to those who were recognized for their outstanding achievement!

Maintaining our Culture of Service

EVP and Chief Operating Officer Carrie Hansen and her team are committed to delivering incredible service to advisors. It starts with hiring people with a passion for service, because you can't train "heart". Our technology empowers easy and enjoyable experiences: From Smarter Account Setup, to tracking response times, to a knowledge bank that streamlines processes and ensures best practices—every interaction is monitored for improvement. New associates also attend our Customer Obsession Bootcamp, designed to keep our clients at the center of everything we do.
Customer Obsessed Certified

"Everyone at AssetMark answers the phone and treats you like you matter."

- Melisa M. Grzyb, Wealth Manager
Important Information

This is for general informational purposes only, and not a recommendation or endorsement of any financial advisor or advisory firm. Past performance does not guarantee future results.

31413 | C19-0179 | 08/2018 | EXP: 08/31/2020