Associate, Technical Client Service at Envestnet, Inc

| Raleigh-Durham, NC
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Description

Envestnet is seeking a passionate and talented Associate, Technical Client Service to join our Tamarac PortfolioCenter team.

Envestnet, Inc. (NYSE: ENV) 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:

Envestnet is seeking a talented and passionate Associate, Technical Client Services to join the Tamarac PortfolioCenter team. This team is responsible for PortfolioCenter product support.

The Associate, Technical Client Services will interact with internal and external clients to provide client service with demonstrable PortfolioCenter product knowledge while being able to work both independently as well as closely with the team.

Job Responsibilities:
  • Responsible for daily phone and/or email coverage.
  • Provide support to clients regarding product functionality.
  • Communicate and document Service Request status to advisors on a timely basis.
  • 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.
  • 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.
  • 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.
  • Applicants must be legally authorized to work in the United States at the time of application and not require employment visa sponsorship in the future.

Preferred Qualifications:
  • MS SQL expertise

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
    • Equity
    • 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
  • The best work locations with unlimited snacks!

Envestnet is an Equal Opportunity Employer.

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More Information on Envestnet, Inc
Envestnet, Inc operates in the Fintech industry. The company is located in Chicago, IL. Envestnet, Inc was founded in 2022. It has 2254 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 10 open jobs at Envestnet, Inc, click here.
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