Support Specialist



501-1,000 employees

Data aggregation and analytics platform

Data & Analytics

Junior, Mid, Senior

Berwyn, PA, USA

  • Bachelor's degree in Finance or equivalent work experience
  • Working knowledge of the securities industry, various types of investment vehicles, and trading methods
  • Understanding of quality control methods
  • Strong attention to detail and ability to work under pressure
  • Ability to critically analyze information and make recommendations
  • Ability to adjust to changing priorities
  • Professionalism and diplomacy
  • Client service experience a plus
  • Working knowledge of Microsoft Office suite of tools; Excel proficiency a plus
  • Provide training, demonstrations, and support related to the Envestnet platform utilized by asset managers to maintain Model portfolios
  • Explain process flows, best practices, and responsibilities to both new and existing asset managers
  • Respond to inquiries from asset managers and their vendors via email and telephone
  • Review new manager setup documents for accuracy and completeness
  • Track the statuses of new portfolios and communicate updates to internal and external parties
  • Establish and maintain supportive relationships with investment managers
  • Participate in root cause analysis and communicate with asset managers on operational concerns
  • Load, maintain, and query data related to manager or portfolio usage and performance
  • Interact with the Trading department to solve complex trading issues
  • Adhere to Envestnet legal, compliance, risk, and administrative policies
  • Participate in special projects and other duties as assigned
  • Understand and support corporate business practices, policies, and procedures

Yodlee's mission is to help as many Americans as possible to see their complete financial data.

Company Stage


Total Funding



Redwood City, California



Growth & Insights

6 month growth


1 year growth


2 year growth



Medical (High Deductible Health Plan, Kaiser HMO and PPO), Dental, Vision

401(k) Match

On-site Flu Shots

On-site Biometrics Screening

Employee Assistance Program (EAP)

Life Insurance and AD&D

Short and Long Term Disability

On-site Gym

Fully Stocked Kitchen

Tuition Reimbursement

Employee Referral Bonus

Casual Dress Code

Mobile Reimbursement