Hybrid Client Support Specialist – WealthTech

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 is seeking a client service professional to support financial advisors and institutional clients with the company fs technology platforms and investment solutions. You will troubleshoot issues, guide users through workflows and coordinate with product, operations and engineering teams to deliver effective solutions.

You will become knowledgeable about Envestnet products and policies, maintain high service levels, and participate in special projects while

Qualifications

• Bachelorbbfs degree in business, finance or related field is required
• 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

Responsibilities

• Serve as a primary contact for clients, ensuring timely, accurate and professional resolution of questions related to the companyfs 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
• Respond to basic service inquiries by phone, email or case management systems
• Assist with account setup, maintenance and updates
• Research and resolve routine account, billing and platform usage issues
• Coordinate with internal teams to ensure timely issue resolution
• Document client expectations, actions taken and resolution status
• Learn regulatory and data privacy requirements
• Gain expertise in Envestnet products, workflows and policies
• Meet service level agreement standards for response time and quality
• Assist with special projects as assigned

Skills

Customer service

Interpersonal skills

Time management

Prioritization

Professional demeanor

Relationship building

Analytical thinking

Education

Bachelorbbfs degree in business, finance or related field of study

Tools

MS Office Suite

Job description

Envestnet in Berwyn, PA or Raleigh, NC is seeking a client service professional to support financial advisors and institutional clients with the company fs technology platforms and investment solutions. You will troubleshoot issues, guide users through workflows and coordinate with product, operations and engineering teams to deliver effective solutions.

You will become knowledgeable about Envestnet products and policies, maintain high service levels, and participate in special projects while