Client Service Associate - Advisor

Description

Envestnet is seeking a Client Service Associate – Advisor to join our Service department. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 

Envestnet’s Strategy:

• Deliver the industry-leading wealth management platform, powered by advanced data and insights 
  
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively 
  
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
  

For more information, please visit www.envestnet.com.

Job Summary: 

We are looking for Client Service Associate – Advisor to deliver consultation and support to financial advisors through inbound calls. They will act as a Subject Matter Expert both internally and externally on platform functionality. This position is essential to ensuring the highest level of customer satisfaction through a strong sense of client advocacy when resolving issues and differentiated by a consultative approach.

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
  
• 1-3 years of experience in the financial services area in a client facing role
  
• 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
  

Envestnet: 

• Be a member of an innovative and industry leading financial technology and solutions 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
    

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