Client Service Manager

Description

Envestnet is seeking a passionate and talented Client Service Manager to join our Service team. This position is expected to report to either our Berwyn, PA or Raleigh, NC 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 Client Service Manager establishes and maintains strong and cooperative relationships with institutional clients, fostering a cooperative environment and providing exceptional support for the resolution of problems and/or errors. Works to address the root cause of trends; proposes and implements short-, medium- and long-term solutions.

Job Responsibilities:

• Provides optimal support to institutional business, including tracking and resolving customer issues/concerns via phone and electronic inquiries
  
• Establishes and maintains strong and cooperative relationships with designated institutional clients to foster a cooperative environment for the resolution of problems and/or errors
  
• Collaboratively works with institutional clients to solve issues. Works to address root cause of trends and propose short, medium and long term solutions. Work to implement the solutions with internal teams as needed
  
• Facilitate best practice process management with various operational and administrative areas of the organization, including making suggestions for improved client service, quality control, and risk management procedure
  
• Assist Financial Institutions with establishment and maintenance of entitlements or configurations on the Envestnet Platform related to Portfolio Management, Portfolio Construction, Platform Operations, or Reporting & Portals 
  
• Participation as a project resource
  
• Daily monitoring all Group Email Boxes
  
• 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:

• Minimum of 5+ years’ experience in the financial services or related industry with a client service background
  
• Must have working knowledge of the securities industry, of various type as of investment vehicles, and trading methods
  
• Understands the terminology and processing requirements within the Investment and Financial Services Industry
  
• Must be highly organized, possess strong attention to detail, and demonstrate the ability to work under pressure and adjust to changing priorities
  
• Ability to critically analyze information and make sound recommendations
  
• 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
  
• Strong information-gathering and troubleshooting skills
  
• Ability to communicate with others in a concise, productive and professional manner – both verbally and in writing
  
• Must have strong math skills
  
• Proficient with Microsoft Word and Excel

Preferred Qualifications:

• Bachelor’s degree or equivalent work experience preferred

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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