Client Service Associate - Advisor

Envestnet; Berwyn (PA); Hybrid; USD 49,000 - 61,000; Full time

Benefits offered by this job

Medical insurance

Paid time off

401k company match

Paid parental leave

Education reimbursement

Disability coverage

Mental health & wellness support

Job summary

Envestnet in Berwyn, PA or Raleigh, NC offers a hybrid Client Services role supporting financial advisors and institutional clients. You’ll troubleshoot platform issues, guide users through workflows, and coordinate with product, operations and engineering teams to deliver effective solutions.

The ideal candidate has a business/finance degree, is customer-focused, proficient in MS Office, and comfortable meeting tight deadlines while building strong client relationships.

Qualifications

• Bachelor’s degree in business, finance or related field.
• 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.
• Proficiency in MS Office Suite.

Responsibilities

• Serve as primary contact for clients ensuring timely, accurate resolutions.
• Assist advisors, home offices and institutional clients.
• Coordinate with internal product, operations and engineering teams to deliver effective solutions.
• Research and resolve routine account, billing and platform usage issues.
• Document client expectations and resolution status.
• Learn and follow regulatory, security and data privacy requirements.
• Meet service level agreement standards for response time and quality.
• Support special projects as assigned.

Skills

Customer service

Communication skills

Interpersonal skills

MS Office Suite

Problem solving

Education

Bachelor’s degree in business, finance or related field

Tools

MS Office Suite

Job description

Description

Job Location

The primary work location for this role is Berwyn, PA or Raleigh, NC with a hybrid work model.

About Envestnet

Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support.

Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.

For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.

The Team You’ll Join

You’ll join a client-focused, collaborative team dedicated to supporting financial advisors and RIA clients through consultative, high-touch service. The team serves as subject matter experts on the Envestnet platform, partnering closely with advisors to help them navigate platform functionality, optimize their use of tools, and resolve operational needs efficiently. Team members take pride in acting as strong client advocates, balancing accuracy, responsiveness, and professionalism while working cross-functionally with internal partners to deliver timely solutions. With a shared commitment to service excellence, compliance, and continuous learning, the team plays a critical role in driving advisor satisfaction and long-term client success.

How You’ll Contribute

Serves as a primary point of contact for clients, ensuring timely, accurate and professional resolution of questions related to the company’s technology platforms and investment solutions. Supports advisors, home offices and institutional clients by troubleshooting issues, guiding users through workflows and coordinating with internal product, operations and engineering teams to deliver effective solutions.

• Gains familiarity with Client Service Support concepts, practices and methodologies.
• With guidance performs a variety of client support duties, including:
• Serving as a first point of contact for clients, responding to basic service inquiries by phone, email or case management systems,
• Assisting with account setup, maintenance and updates,
• Researching and resolving routine account, billing and platform usage issues,
• Coordinating with internal teams, such as operations, compliance and technology to ensure timely issue resolution, and
• Documenting client expectations, actions taken and issue resolution status.
• Learns and follows regulatory, security and data privacy requirements.
• Learns and gains expertise in Envestnet products, workflows and policies to provide clear and consistent client guidance.
• Meets service level agreement standards for response time and quality expectations.
• Assists with special projects as assigned.
• Ensure accuracy of internal knowledge sharing application (One Note)
• Establish and maintain a positive and professional relationship with clients. Assist in setting and managing client expectations for completion of work.

What You’ll Need to Bring

• Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.
• Bachelor’s degree in business, finance or related field of study
• 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
• Sufficient clarity of speech and hearing or other communication capabilities, which permits employee to communicate effectively.

Why You’ll Enjoy Working at Envestnet

Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.

The opportunity is now!

Sponsorship

This position is not open to candidates requiring visa sponsorship.

Our Investment in You

This role offers a base salary range of $48,500 to $60,600. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws.

This role is eligible for an additional incentive component as part of the total rewards package.

We provide a comprehensive suite of benefits – subject to Envestnet’s plan eligibility rules – that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support.

• Medical insurance
• Paid time off (PTO)
• 401k company match
• Paid parental leave
• Education reimbursement
• Disability coverage
• Mental health & wellness support

Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.

Our Commitment to Inclusion & Belonging

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply. We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at [email protected] Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.

Recruitment Fraud

At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.