Fee Accommodation Analyst

AssetMark

Fee Accommodation Analyst supporting review and approval of sales fee accommodations. Analyzing data and collaborating with teams for improving processes in the financial services sector.

Posted 7/21/2026full-timeConcord • California, North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $80,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical skills and attention to detail in reviewing and validating sales fee accommodations, while effectively collaborating with cross-functional teams to streamline processes and enhance operational efficiency.

Highest-signal resume keywords

Data AnalysisFinancial Services ExperienceSales Fee Accommodation ManagementMicrosoft Excel ProficiencyStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisSales Fee Accommodation ManagementFinancial Impact AssessmentReport PreparationProcess Improvement

Soft Skills

Analytical SkillsProblem-Solving SkillsAttention to DetailPrioritization SkillsOrganizational Skills

Tools & Technologies

Microsoft ExcelMicrosoft OutlookMicrosoft Word

Industry Keywords

Financial ServicesBillingOperationsAccountingPlatform Revenue

About the role

Key responsibilities & impact

Analyze, review and implement sales fee accommodation requests in accordance with established procedures and service-level expectations
Investigate fee accommodation-related inquiries, discrepancies, and exceptions, and escalate material risks as appropriate
Review account data, fee schedules, approvals, and supporting documentation to validate accommodation terms
Monitor and reconcile active fee accommodations to identify inaccurate, missing, expired, or inconsistent applications
Prepare reports and dashboards summarizing accommodation volumes, financial impact, trends, exceptions, and outstanding items
Maintain documentation and supporting evidence for request reviews, required approvals, implementation, and control execution
Partner with Sales, Sales Operations, Product, Finance, Operations, and other teams to resolve issues and clarify requirements
Assess the impact of product, pricing, system, and process changes on fee accommodations
Identify opportunities to streamline workflows, strengthen controls, reduce manual effort, and introduce automation
Analyze recurring accommodation trends to identify potential pricing, policy, or process improvements
Participate in new Platform Revenue initiatives and evaluate impacts to existing billing processes
Develop working knowledge across Platform Revenue processes and provide cross-functional or backup support as needed

Requirements

What you’ll need

Bachelor’s Degree or equivalent experience required
2 - 5 years of experience in financial services, billing, operations, accounting, data analysis, or a related field preferred
Strong analytical and problem-solving skills with a high level of attention to detail
Ability to review data, identify variances, research exceptions, and clearly document conclusions
Strong written and verbal communication skills, with the ability to clearly document findings, decisions, and required actions
Strong prioritization and organizational skills with the ability to manage multiple assignments in a fast-paced environment
Proficient with Microsoft Office, particularly Excel, Outlook, and Word

Benefits

Comp & perks

Flex Time or Paid Time Off and Sick Time Off
401K – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule