Senior Client Service Associate at Envestnet, Inc (Raleigh, NC)

| Raleigh-Durham, NC
Sorry, this job was removed at 5:49 p.m. (CST) on Saturday, June 25, 2022
Find out who's hiring in Raleigh, NC.
See all Operations jobs in Raleigh, NC
Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Envestnet is seeking a passionate and talented Senior Client Service Associate to join our Tamarac CRM 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:

The Senior Client Service Specialist is responsible for delivering the highest level of client support as well as helping ensure successful implementations of new clients. They are subject matter experts for their team and they enjoy sharing their expertise with others. This role has successfully demonstrated the ability to work with the most complex and challenging issues and requests with little to no supervision. In addition, Senior Client Specialists will manage defects for Advisor CRM; including triage, validation, and approval for submission.

Job Responsibilities:
  • Collaborate with team members to resolve client questions and requests accurately and in a timely manner
  • Partner with your team members, Manager, and Director to ensure standard processes and controls are in place to deliver consistent level of quality client services
  • Mentor CSAs; provide product training, as well as guidance and direction on driving clients towards best practice
  • Collaborate with Implementation Consultants (IC) and Senior Implementation Consultants (SIC) on new client implementations to ensure a smooth transition from implementation to client service
  • Engage in defect management to help triage issues and determine whether development or training related
  • Grow and maintain knowledge in product and tools directly related to the position's responsibilities

Required Qualifications:
  • 3-5years of experience in financial services sphere, specifically the registered advisory, brokerage or financial services industry
  • 1+ year as a Customer Service Specialist
  • Proficiency in Microsoft Office programs required
  • Degree in Business, Finance or similar
  • Some travel may be required, up to 10%

Preferred Qualifications:
  • Tools/Products: Microsoft Dynamics, Salesforce: Financial Services Cloud

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!


The annual base salary range for this position is $51,000 to $110,000.

Envestnet is an Equal Opportunity Employer.

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 3 open jobs at Envestnet, Inc, click here.
Read Full Job Description
Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Similar Jobs

Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Save jobView Envestnet, Inc's full profileFind similar jobs