Beware - They are a family but will leave you out to dry - Custody Operations Specialist AssetMark Employee Review

3.0
Aug 19, 2022
Recommend
CEO approval
Business outlook

Pros

Benefits - 6% 401K match, WFH Monday and Fridays, very casual dress code, shorts and t-shirts in the office as long as no clients visits

Cons

Lack of Training, poorly documented SOPs, unwillingness to implement process improvements that would led to time savings for employees. Limited coverage during PTO, making PTO pointless. Email overload: Emails include the individuals that need to act, the entire team and the shared mailbox, receive on average 150+ a day.

Explore other reviews about AssetMark

5.0
May 3, 2026
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Great culture and they really care about their advisors

Cons

Favoritism is evident. If you’re a lifer- you can do no wrong

2.0
Jun 1, 2026
Recommend
CEO approval
Business outlook

Pros

Training and the trainers are the best part of AMT…after training, good luck!

Cons

-Call Center environment more focused on the SLA than the employee. -Depending on team lead, you may or may not get the support needed. -Ongoing system issues which are never resolved. -High Turnover

1
See reviews by: Helpful|Rating|Date|All