Manager Support Associate

Envestnet; Berwyn (PA); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Envestnet in Berwyn, PA, is seeking a Client Service professional to support Asset Managers using the Manager Console platform. The role focuses on timely, accurate issue resolution and guidance on platform workflows, including model portfolios and trade accounts.

The ideal candidate brings a finance background, securities knowledge, and strong attention to detail, with the ability to work under pressure in a collaborative team.

Qualifications

• Bachelor’s degree in finance or equivalent work experience required.
• Experience in Client Service.
• Must have working knowledge of the securities industry and trading methods.
• Understanding of quality control methods.
• Ability to work under pressure and prioritize inquiries.
• Strong collaboration and communication skills.

Responsibilities

• Serve as primary point of contact for clients via 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.
• Provide training and guidance on Envestnet platform features for Asset Managers.
• Document client interactions and issue resolutions.

Skills

Client Service

Securities knowledge

Attention to detail

Regulatory awareness

Team player

Education

Bachelor’s degree in finance or equivalent

Tools

Microsoft Office

Excel

Job description

Description

Job Location

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

About Envestnet

Envestnet is an adaptiveWealthTechcompany that isredefining the future of wealth management byhelpingadvisors meet the moment with its comprehensive technology, actionable insights, and industry leading support.Backed byover25 years of experience and approximately$7.0 trillionin platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.

The Team You’ll Join

You’ll join the Manager Services team, a collaborative group dedicated to supporting Asset Managers in effectively navigating Envestnet’s technology and operational processes. The team serves as a trusted resource for the Manager Console, providing platform guidance, training, and responsive support related to model portfolio maintenance, trading activities, service requests, and evolving functionality. Working closely with teams across Operations, Compliance, and Technology, you’ll help resolve issues, improve workflows, and ensure portfolios and processes meet operational standards.

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
• 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.
• Provide training, demonstrations, and support related to the Envestnet platform (Manager Console) utilized by Asset Managers to complete Service Request tasks, edit and maintain Model portfolios, trade accounts, and other functionality as the platform is enhanced.
• Act as a Subject Matter Expert on all aspects of Manager Console, responding to Asset Manager questions about platform use via email and phone.
• Represent Manager Services and Operational interests during Business Partner Acceptance Committee (BPAC) meetings to ensure portfolios are not approved for the platform when operationally not acceptable.
• Coordinate the correction process for trade errors caused by Asset Managers and participate in root cause analysis to correct and prevent deviations in processes and workflows.

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 finance or equivalent work experience required.
• Experience in Client Service.
• Must have working knowledge of the securities industry, various types of investment vehicles, and trading methods.
• Understanding of quality control methods is a necessity.
• Must possess strong attention to detail and demonstrate the ability to work under pressure.
• Ability to prioritize pending inquiries and handle the most time sensitive prior to others without the same level of necessity.
• Demonstrate skills to critically analyze information and make recommendations.Demonstrate ability to be able to adjust to changing priorities.
• Work as a member of a team with collaborative decision making.
• Must demonstrate professionalism and diplomacy and be able to work with a variety of personalities.
• Working knowledge of Microsoft Office suite of tools; Excel proficiency required.

Nice-to-Haves

• At least 2 years of experience in the financial services or