Manager Console Client Support Specialist (Hybrid)

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

Benefits offered by this job

Medical insurance

401k company match

Paid time off (PTO)

Education reimbursement

Disability coverage

Mental health & wellness support

Job summary

Envestnet, based in Berwyn, PA, offers a hybrid work model and a dynamic Client Service role supporting Asset Managers and advisors through the Manager Console. The team emphasizes accurate issue resolution, collaboration with operations and technology, and ongoing platform guidance to ensure portfolios meet operational standards.

The role requires a finance background, securities knowledge, and strong Excel skills.

Qualifications

• Bachelor’s degree in finance or equivalent work experience required.
• Experience in client service and financial services preferred.
• Must have working knowledge of securities industry, investment vehicles, and trading methods.
• Strong attention to detail and ability to work under pressure.
• Proficient in Microsoft Excel and Office applications.

Responsibilities

• Serve as a primary point of contact for clients, ensuring timely, accurate, and professional resolution of questions related to Envestnet’s technology platforms and investment solutions.
• Troubleshoot issues, guide users through workflows, and coordinate with product, operations and engineering teams to deliver solutions.
• Meet service level agreement standards for response time and quality expectations.
• Provide training, demonstrations, and support related to the Envestnet platform (Manager Console) for Asset Managers to manage service requests and model portfolios.

Skills

Client service

Securities knowledge

Excel proficiency

Attention to detail

Team collaboration

Education

Bachelor’s degree in finance

Tools

Microsoft Office

Excel

Job description

Envestnet, based in Berwyn, PA, offers a hybrid work model and a dynamic Client Service role supporting Asset Managers and advisors through the Manager Console. The team emphasizes accurate issue resolution, collaboration with operations and technology, and ongoing platform guidance to ensure portfolios meet operational standards.

The role requires a finance background, securities knowledge, and strong Excel skills.