Envestnet Berwyn , PA 19312
Posted 2 months ago
Envestnet is seeking a passionate and talented Client Service Associate
Advisor to join our Service
Advisor team. This position is expected to report to our Berwyn, PA or Raleigh, NC office.
Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.
Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.
Job Summary:
We are looking for Client Service Associate
Job Responsibilities:
Act as a Subject Matter Expert both internally and externally on platform functionality
Provide support and training to clients on how to effectively use Envestnet in their practices via inbound phone calls
Demonstrate outstanding advisor support through proven service techniques
Ensure accuracy of internal knowledge sharing application (One Note)
Provide support and training to clients, specializing in helping advisors with website navigation of the Envestnet platform, and Operational Support for our RIA clients.
Collaborate with internal teams to resolve client questions and requests in an accurate and timely manner, escalating when necessary.
Establish and maintain a positive and professional relationship with clients. Assist in setting and managing client expectations for completion of work.
Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
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.
Required Qualifications:
Bachelor's degree in business, finance or related field of study
Exemplary customer service and interpersonal skills
Comfortable operating in tight deadlines with the ability to balance multiple priorities
Ability to quickly grasp complicated situations and determine the best course of action
Commitment to maintain professional demeanor and courtesy
Willing to build relationships and work both individually and in a collaborative approach
Well-developed organizational skills, with attention to detail
Proficiency in MS Office Suite
Preferred Qualifications:
About Us:
Envestnet 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 while leveraging our platform to grow their businesses and expand client relationships.
We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company
Why Choose Envestnet:
Be a member of a leading financial services and products innovation company
Competitive Compensation/Total Reward Packages that include:
Health Benefits (Health/Dental/Vision)
Paid Time Off (PTO) & Volunteer Time Off (VTO)
401K - Company Match
Annual Bonus Incentives
Parental Stipend
Tuition Reimbursement
Student Debt Program
Charitable Match
Wellness Program
Work on global projects with diverse, energetic, team members who respect each other and celebrate differences.
Envestnet is an Equal Opportunity Employer.
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).
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Envestnet