Bethany Hatch Email & Phone Number

• Facilitate and support the sales of AssetMark products by building and supporting effective relationships with Investment Advisors.
• Support territory team in opportunities to increase production as well as undertaking important administrative support.
• Promote growth in sales production with the existing advisor base by identifying additional advisor needs.
• Act as primary sales point of contact for escalated service-related issues.

• Oversee high-performance, cross functional team.
• Implement and maintain tools to help accelerate growth and maximize the onboarding of new advisors to our platform.
• Manage day-to-day activities of the team and monitor execution of Service Level Agreements.
• Coach, mentor and develop team members on quarterly basis.
• Responsible for fostering learning and performance based culture while building and developing strong partnerships.
• Accountable for delivering a memorable service touch and leading with a continuous improvement mindset.

• Proven people leadership
• Manage territories of 8 states 3 cities
• Continue to execute service level expectations
• Educating advisors on platform knowledge
• Identify, analyze and resolve complex issues
• Collaborates with sales to ensure goals are met each quarter

• Responsible for on-boarding Financial Adivosrs new to the AssetMark Platform.
• Assist with new client and account set-up procedures and issues, in addition to account change request support and tracking.
• Partner with Sales to communicate Administrative training to clients.
• Total ownership and accountability with all internal and external customers, communicating ongoing progress until the resolution is completed.
• Continually evaluate day-to-day activities for process improvement opportunities.

Phoenix, Arizona Area

• Process new business accounts with aggressive service levels while maintaining accuracy levels.
• Satisfy financial advisor requests with timely, complete, knowledgeable and responsive communication regarding work that is not in good order and assisting the advisors in resolving issues to complete their request.
• Demonstrated strong individual ownership of processing from account set-up to funding completion.
• Build and strengthen relationships with clients, understanding their needs to offer appropriate solutions.
• Focus on quality control, processing goals, training, team metrics and process improvements.
• Communicate effectively with peers and leaders in order to create an excellent customer service experience.

Phoenix, Arizona Area

• Responsible supporting the Principal in the areas of growth, revenue, project management, staff management and client relationships for their market area.
• Scheduled continued education for Principal and architect/design staff ensuring required certification was completed in timely manner.
• Lead weekly meetings ensuring staff and Principal were on target to meet and exceed production goals.
• Actively managed studio budgets, schedules, and programs; project communications and documentation; office administrative tasks and team assignments.
• Contributed to, organized, and completed the restaurant installation of Javelina Cantina, in Sedona, Arizona

Scottsdale, Arizona

-Responsible for overall coordination and management to ensure all company goals are met.-Complete oversight and performance of warehouse operation.-Liaison between vendors, customers, production, pricing and distribution of goods. -Drive initiatives in the management team contributing to long-term excellence, ensuring high level of accuracy.-Partner with.

Phoenix, Arizona Area

-Responded to customer and financial advisor inquires ensuring accuracy and satisfaction while consistently exceeding phone quality expectations. -Developed and implemented tools to assist associates and leadership company-wide that increased the knowledge and increased efficiency in processing.-Evaluated and analyzed reports to ensure accuracy and provide.