Senior Client Service Analyst - Key Accounts

Description

Envestnet is seeking a Senior Client Service Analyst - Key Accounts to join our Service department. This is a hybrid role, with in-office work required at our Boston, MA 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: 

The Senior Client Service Analyst/Key Accounts Analyst has excelled at all the CSA's core responsibilities. In addition, they've demonstrated expert understanding and functional knowledge of Revenue Manager. They are highly competent in training, escalations, project management, and customer service. They leverage a best practice consultive approach to solution complex issues for Revenue Manager customers. The Senior Client Service Analyst/Key Account Analyst had demonstrated abilities to work with limited supervision.

Job Responsibilities:

• Demonstrate all elements of CSA with exceptional proficiency 
  
• Expert understanding of logic and functional knowledge of all products 
  
• Assist CSAs with escalations, provide additional training, and ensure that client expectations are being properly met by CSAs 
  
• Assist in training new hires 
  
• Communicate effectively with other teams, especially development, product management, and hosted operations
  
• Participate and provide input regarding product and program information, supportability issues, and strategic product plans where appropriate 
  
• Always act in a professional demeanor, and as a role model for CSAs 
  
• Expert proficiency with using Revenue Manager, and additional third party applications 
  
• Understanding of cross team functions, and ability to manage customer issues reaching across multiple teams and services
  
• Able to triage customer reported defects and work with manager and development team to log defects and follow up on a timely resolution 
  
• Ability to troubleshoot complex issues; uncover the root cause of an issue 
  
• Provide escalation assistance to CSAs and escalate to manager or development as appropriate 
  
• Provide insights to management on process improvements 
  
• Actively pursue new projects as needed 
  
• Demonstrate advanced proficiency in financial industry terminology and subject matter.  
  
• Able to act as mentor to new CSAs
  
• Able to work with limited supervision, escalating issues as needed 
  
• Able to Complete Advanced  Projects or team projects, as needed, to expand client support offerings
  
• 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: 

• 2-4 years in a financial services atmosphere 
  
• College degree (finance, financial planning, accounting preferred) 
  
• Demonstrate all elements of CSA with exceptional proficiency 
  
• Focused on teamwork and ability to coach others 
  
• Must work well in a team environment and present in a professional demeanor 
  
• Broad understanding of the Asset Management industry; ability to explain the benefits of the Revenue Manager platform
  
• Experience using SQL, including script execution & development required
  
• Experience in industry performance calculations
  

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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