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Institutional Client Support Specialist
Posted on 9/9/2022
Berwyn, PA, USA
Experience Level
Desired Skills
  • Proficiency in operational processes and workflows in at least two areas: Portfolio Administration, Model Management, Overlay Services, Managed Account Services, Product Data Administration, etc
  • Knowledge of the securities industry, various types of investment vehicles, and trading methods
  • Knowledge of general securities rules as well as financial industry regulations and terminology
  • 3+ years' experience in financial services operations
  • Well organized, with strong attention to detail
  • Ability to work under pressure and adjust to changing priorities
  • Ability to critically analyze information and make sound judgments and recommendations
  • Professional team player; ability to work with a variety of personalities
  • Excellent verbal and written communication skills
  • Ability to operate and take initiative with little or no direction
  • Good math skills and ability to resolve highly complex tasks
  • Proficient with Microsoft Word and Excel
  • Establish and manage relationships with large clients and provide optimal service support
  • Assist in Institutional Portfolio Administration (IPAS) for specific institutional customers with complex managed models
  • Execute asset allocation changes and fund swaps
  • Oversee quality assurance of trade execution and trade error analysis
  • Research and resolution on trade execution, including unexecuted, untimely, pending and rejected trades
  • Review of execution trace to explain rebalancing logic on specific trades generated by advisors
  • Submit trade file for advisors with no access to Direct Trade on the platform
  • Perform quality assurance of rebalance recommendations
  • Assist internal department (Portfolio Administration) with trade execution during periods of high trade volumes
  • Perform daily duties within the "Advisor as Portfolio Manager" model including support of internal departments in direct contact with advisors to research and detail trade execution, trade failure and general trade/industry rules and regulations
  • Suggest and implement improved client service and risk management procedures
  • Facilitate best practice process management with various operational and administrative areas of the organization
  • Establishes and maintains strong and cooperative relationships with key contacts in the financial industry to foster a cooperative environment for the resolution of problems and/or errors
  • 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

201-500 employees

Data aggregation and analytics platform
Company Overview
Yodlee's mission is to help as many Americans as possible to see their complete financial data.
  • 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