WealthTech Client Support Lead (Hybrid)

Envestnet; Chesterbrook (PA); Híbrido; USD 49.000 - 61.000; Jornada completa

Descripción de la vacante

Envestnet seeks a Client Service professional to serve as the primary contact for Asset Managers and advisors, helping resolve platform and investment solution questions with accuracy and professionalism.

You will collaborate across product, operations, and engineering teams to deliver effective solutions, train users, and maintain model portfolios within the Manager Console. This role emphasizes regulatory compliance, data privacy, and SLA adherence.

Formación

• Bachelor’s degree in finance or equivalent work experience.
• 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.
• 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.

Responsabilidades

• Serve 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 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.

Conocimientos

Client Service

Attention to detail

Prioritization

Communication

Teamwork

Professionalism

Excel

Regulatory knowledge

Educación

Bachelor’s degree in finance or equivalent work experience

Herramientas

Excel

Microsoft Office

Descripción del empleo

Envestnet seeks a Client Service professional to serve as the primary contact for Asset Managers and advisors, helping resolve platform and investment solution questions with accuracy and professionalism.

You will collaborate across product, operations, and engineering teams to deliver effective solutions, train users, and maintain model portfolios within the Manager Console. This role emphasizes regulatory compliance, data privacy, and SLA adherence.