Description

Envestnet is seeking a passionate and talented Service Account Specialist to join our Service team. This position is expected to report to our Berwyn, PA office.  

Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.   

Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.  

Job Summary:  

The Service Account Specialist works with Service Account Coordinators and Service Account Managers to provide excellent client service and address client escalations. Establish and foster relationships with our clients as well as our internal partners to help drive efficiency.  

Job Responsibilities:  

• Connect with clients, demonstrating ownership of the client experience, and developing real relationships.
• Flex analytical abilities in reviewing complex client situations involving contract language, pricing, organizational changes, etc.
• Partner with Legal and Sales for upsells and renewals as a key contributor to our 94% client retention rate.
• Bring together resources from all levels as needed to provide responsive support to escalated client issues.
• Identify clients who will benefit from our different product and integration solutions and explain technical functionality and application workflow at a high level.
• Referring to consultant and sales write-ups, create and assist clients in executing statement of work documents for all types of clients projects.
• Coordinate consulting calls for the purpose of scoping projects and providing estimates of project hours.
• Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
• As part of the responsibilities for this role, you will understand and readily support Envestnet’s established corporate business practices, policies, internal controls, and procedures designed to create value or minimize risk.

Required Qualifications:   

• Bachelor’s degree in finance, business administration, or similar field
• Minimum 2 to 5 years of account management or experience in a similar relationship-centric role
• Proven ability to advocate for your clients in front of an executive audience.
• Experience communicating with clients via phone and email in a fast-paced environment.
• Experience identifying areas where process improvement may be necessary and collaborating with leadership to implement solutions.
• Ability to work as part of a team with minimal supervision in a results-oriented and highly dynamic environment.
• A detail-oriented approach with an ability to switch between job responsibilities quickly and seamlessly.

Preferred Qualifications:   

• High proficiency with Microsoft Office Suite including Outlook required; Zendesk, Jira is a plus.

About Us:   

Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet’s technology is focused on addressing financial advisors’ front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships.  

We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.  

Why Choose Envestnet:   

• Be a member of a leading financial services and products innovation company
• Competitive Compensation/Total Reward Packages that include:
  • Health Benefits (Health/Dental/Vision)
  • Paid Time Off (PTO) & Volunteer Time Off (VTO)
  • 401K – Company Match
  • Annual Bonus Incentives
  • Parental Stipend
  • Tuition Reimbursement
  • Student Debt Program
  • Charitable match
  • Wellness Program
• Work on global projects with diverse, energetic, team members who respect each other and celebrate differences

Envestnet is an Equal Opportunity Employer.  

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).  

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