Senior Associate, Client Manager- REMOTE/HYBRID

Envision Financial Systems, Inc.; United States; On-site; USD 85,000 - 120,000; Full time

Job summary

Envision Financial Systems, Inc. is seeking a results-driven Client Success professional to serve as a primary partner for a defined client group, ensuring strong communication between client operations, leadership, and Envision’s support and development teams.

You will oversee remediation of client-reported issues, coordinate incident responses, and drive adoption of our PowerAgent platform across clients’ unique business models. Remote/hybrid options available across the U.S.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 4+ years of client-facing experience in financial services with operational exposure.
• Experience with investor recordkeeping platforms is highly preferred.
• Excellent written and verbal communication with a client-first mentality.
• Self-motivated, driven and able to thrive in a fast-paced team.
• Strong time management and organizational skills.

Responsibilities

• Relationship management to develop and maintain client partnerships.
• Oversee service activities for designated clients and manage issues to high satisfaction.
• Coordinate incident resolution and escalate technical issues as needed.
• Lead moderately complex projects requiring judgment and initiative, delivering creative solutions.

Skills

Client-facing experience

Communication skills

Time management

Organizational skills

Self-starting

Education

Bachelor’s degree or equivalent

Tools

Investor recordkeeping platforms

Job description

About The Role

This is a high-impact, client-facing position at Envision. As a member of our Client Success Organization, you will serve as the primary partner for a specific group of clients, managing the critical communication flow between their operations, leadership and Envision’s various support and development groups. You will be responsible for remediation oversight of client reported issues and ensuring that our clients fully leverage our technology to optimize their unique business models.

This role is available as a Remote position for candidates across the U.S., or as a Hybrid opportunity for those located near our Denver, CO or Toronto, ON offices.

Why Join Envision

Envision combines open, modern technology with deep industry expertise to support complex financial operations. Since 1994, we have believed that technology should adapt to the business, not the other way around. Our teams design and implement flexible solutions—centered around our core PowerAgent recordkeeping system—that help clients manage data, automate processes, and scale with a 100% conversion success rate.

At Envision, you will work with industry experts and an evolving technology roadmap. You will gain exposure to real-world operational challenges where your contributions are valued.

How You Will Make an Impact

• Relationship Management: Develops and maintains exceptional client relationships, serving as a trusted advocate within Envision to ensure client goals and values are met.
• Operational Excellence: Oversees service activities for designated clients, ensuring tactical and strategic issues are managed to the highest satisfaction.
• Incident Coordination: Acts as the primary point of contact to coordinate the resolution of service incidents and the escalation of technical issues.
• Project Leadership: Leads moderately complex projects and tasks that require a high degree of judgment and self-initiative, evaluating wide-ranging issues to develop creative, flexible solutions.

Required Experience

• Bachelor’s degree or equivalent work experience.
• 4+ years of client-facing experience in financial services, with a strong emphasis on having worked in an operational capacity at a fund company, transfer agency, or broker-dealer.
• Practical experience with investor recordkeeping platforms is highly preferred.
• Excellent written and verbal communication skills with a "client-first" mentality.
• Career-oriented, highly motivated, and self-starting individual who thrives in a nimble, fast-paced team environment.
• Exceptional time management and organizational skills.
• Work Arrangement: Ability to work remotely or in a hybrid capacity if located near Denver, CO or Toronto, ON offices.
• Benefits: Comprehensive health, dental, life and vision insurance; 401(k) with company match