WealthTech Client Service Specialist

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

Benefits offered by this job

Medical insurance

PTO (Paid Time Off)

401k company match

Parental leave

Education reimbursement

Disability coverage

Mental health & wellness support

Job summary

Envestnet, based in Berwyn, PA with hybrid work options, seeks a client-facing support professional to assist financial advisors and institutional clients with Envestnet platforms and investment solutions. You will troubleshoot workflows, guide users, and coordinate with product, operations, and engineering teams to deliver effective solutions.

The role emphasizes service excellence, accuracy, and timely issue resolution, with opportunities to grow within a collaborative, cross-functional

Qualifications

• Bachelor’s degree in business, finance or related field of study.
• Experience in the financial services area in a client facing role.
• Exemplary customer service and interpersonal skills.

Responsibilities

• Serve as primary contact for clients, ensuring timely, accurate resolution of questions.
• Assist with account setup, maintenance and updates.
• Research and resolve routine account, billing and platform issues.
• Coordinate with internal teams to ensure timely issue resolution.
• Document client expectations and resolution status.
• Follow regulatory, security and data privacy requirements.

Skills

Exemplary customer service

Ability to balance priorities

Strong communication skills

Education

Bachelor’s degree in business/finance

Tools

MS Office Suite

Job description

Envestnet, based in Berwyn, PA with hybrid work options, seeks a client-facing support professional to assist financial advisors and institutional clients with Envestnet platforms and investment solutions. You will troubleshoot workflows, guide users, and coordinate with product, operations, and engineering teams to deliver effective solutions.

The role emphasizes service excellence, accuracy, and timely issue resolution, with opportunities to grow within a collaborative, cross-functional