Advisor Services Representative

Envestnet Berwyn , PA 19312

Posted 4 months ago

Envestnet, Inc. (NYSE:ENV) is a leading independent provider of technology-enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front-, middle- and back-office needs. Envestnet is headquartered in Chicago.

We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company. Exciting growth opportunity for driven employees to advance their career at Envestnet.

Essential Job Functions:

  • Responsible for daily phone and/or email coverage.

  • Provide support and training to clients regarding website functionality.

  • Initiate Service Request and coordinate resolution in conjunction with other internal departments.

  • Communicate and document Service Request status to advisors on a timely basis.

  • Address inquiries with advisors and provide prompt feedback regarding the client accounts.

  • Provide guidance with respect to new account document completion and requirements.

  • Coordinate with Managed Account Services department to establish client accounts.

  • Coordinate client communications with Regional Sales teams regarding new account updates.

  • Address and respond to internal inquiries regarding client accounts.

  • As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls, and procedures designed to create value or minimize risk.


  • Bachelor's degree in business, finance, or related field of study.

  • 3+ years of experience in financial services operations, with at least 2 years in client service capacity.

  • Experience with wealth management or investments preferred

  • Well-developed organizational skills, with attention to detail

  • Ability to prioritize and maintain multiple client requests.

  • Ability to make decisions and implement solutions based on thorough understanding of the financial industry and the firm's products, policies, and procedures.

  • Commitment to maintain professional demeanor and courtesy.

  • Commitment to provide positive client experience and reinforce the firm's image as a premier financial services provider.

  • Effective and concise verbal and written communicator

  • Fast learner with the ability to learn new technology, platforms.

  • Tech savvy and proficient in the Microsoft Suite of products including Word, Excel, and Outlook

Envestnet is an Equal Opportunity Employer.

Envestnet treats all employees as fairly and equitably as possible, and complies with all applicable local, state and federal laws relative to employment and equal employment opportunity. Envestnet is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, sexual orientation, age, gender, gender identity or expression, national origin, religion, physical or mental disability, protected veteran status, genetic information or any other protected status under applicable law.

Envestnet's success depends on the creative ideas and broader perspective that comes with a diverse workforce. We seek the best talent from the widest possible pool, and we continue to offer opportunities for people willing and able to perform in a challenging and competitive environment.

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Advisor Services Representative