Full-Time

Support Specialist

Yodlee

Yodlee

501-1,000 employees

Data aggregation and analytics platform

Data & Analytics
Fintech

Junior, Mid, Senior

Berwyn, PA, USA

Requirements
  • 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
Responsibilities
  • 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

N/A

Total Funding

$742M

Headquarters

Redwood City, California

Founded

1999

Growth & Insights
Headcount

6 month growth

-9%

1 year growth

-17%

2 year growth

-43%

Benefits

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