Manager Support Associate

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

Job summary

Envestnet, based in Berwyn, PA, offers a hybrid work environment and seeks a Client Services professional to support Asset Managers with operations, model portfolios, and platform workflows. You will resolve inquiries, guide users through processes, and coordinate with product, operations, and engineering teams to deliver effective solutions.

The role emphasizes client service, securities knowledge, and strict adherence to regulatory and quality controls, with expectations for attention to

Qualifications

• 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 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.

Responsibilities

• 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.]

Skills

Client Service

Finance knowledge

Problem solving

Education

Bachelor’s degree in finance

Tools

Microsoft 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.

For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.

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 related industry.

Why You’ll Enjoy Working at Envestnet

Help shape the future of WealthTech. At Envestnet you’ll gain hands‑on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.

The opportunity is now!

Sponsorship

This position is not open to candidates requiring visa sponsorship

Our Investmentin You

This role offers a base salary range of $48,500 to $60,600. The range listed represents a good‑faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws. This role is eligible for an additional incentive component as part of the total rewards package. We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well‑being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.

Our Commitment to Inclusion & Belonging

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply. We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at [e-mail]. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.