Hybrid Client Service Associate - WealthTech

Envestnet; Raleigh (NC); Hybrid; USD 49,000 - 61,000; Full time

Benefits offered by this job

Medical insurance

Paid time off

401k match

Paid parental leave

Education reimbursement

Disability coverage

Mental health & wellness support

Job summary

Envestnet is seeking a client-focused service professional to support financial advisors and institutional clients. You will troubleshoot issues, guide users through workflows, and coordinate with internal teams to deliver effective solutions while maintaining accurate records of client interactions and resolutions.

The role emphasizes regulatory awareness, product knowledge growth, and meeting SLA standards, with a hybrid work model in Berwyn, PA or Raleigh, NC.

Qualifications

• Bachelor’s degree in business, finance or related field is required.
• Experience in the financial services area in a client facing role is preferred.
• Exemplary customer service and interpersonal skills are essential.
• Comfortable working under tight deadlines with multiple priorities.
• Proficiency with MS Office Suite.

Responsibilities

• Serve as a primary point of contact for clients, ensuring timely, accurate and professional resolution of questions related to the company’s platforms and investments.
• Troubleshoot issues and guide users through workflows, coordinating with product, operations and engineering teams.
• Document client expectations, actions taken and issue resolution status.
• Meet service level agreement standards for response time and quality expectations.
• Assist with special projects and maintain accuracy of internal knowledge sharing tools (One Note).
• Build positive client relationships and manage expectations for completion of work.

Skills

Customer service

Interpersonal skills

MS Office Suite

Education

Bachelor's degree in business, finance or related field

Tools

MS Office

Job description

Envestnet is seeking a client-focused service professional to support financial advisors and institutional clients. You will troubleshoot issues, guide users through workflows, and coordinate with internal teams to deliver effective solutions while maintaining accurate records of client interactions and resolutions.

The role emphasizes regulatory awareness, product knowledge growth, and meeting SLA standards, with a hybrid work model in Berwyn, PA or Raleigh, NC.