Hybrid Client Support Specialist

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

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.