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 - ERS acts as a partner to the Strategic Relationship Management team. Assists the Strategic Relationship Management team with relationship reviews, ongoing connectivity with key home office contacts, and client service. Responsible for supporting ongoing project work with existing clients, expanding relationships with existing clients, ensuring all services are working and delivered in a timely manner, and maintaining all clients from an invoicing and billing perspective.

Job Responsibilities:

• Thoroughly learn, understand, and present all Envestnet Retirement Solutions.
• Partner with the Strategic Relationship Management team to support existing enterprise clients (BD, Aggregator, Asset Manager, and Record-Keepers).
• Partner with the workplace operations team to ensure all pieces of the relationship are working and up-to-date.
• Ensure all contracts are mentioned and amended to include new services.
• Ensure all invoices are sent and payments collected in a timely manner through the Envestnet Billing teams.
• Proactively support all Enterprise relationships on a regular basis.
• Contribute to bi-monthly calls with senior-level contacts at each firm.
• Work through any service-related issues and proactively inform and educate clients about potential new offerings from Envestnet
• Respond to inbound service calls in a timely manner.
• Track all activity in Salesforce and follow up as needed with sales/SRM partners.
• 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 business, finance, or related field of study
• 2-5 years of experience in the financial services industry
• Experience communicating with clients via phone and email in a fast-paced environment
• Excellent written and verbal communication skills
• Proven ability to self-manage, with strong organization skills and an attention to detail.

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
• The best work locations with unlimited snacks!

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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