Envestnet is seeking a passionate and talented Workplace Client Service Specialist to join our Sales team. This is a hybrid role, with in-office work required at our Berwyn, PA office location.
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 Workplace Client Service Specialist – Supports Key Account and Strategic Account Manager team. Ensures ongoing connectivity with recordkeeping partners and service support of broker dealer and RIA clients. Responsible for ad hoc and ongoing project work with existing clients, implementation of new clients, maintaining client information and contact list in sales force and ensuring all services are working and delivered in a timely manner. Work requires consistent exercise of independent discretion and judgement.
Job Responsibilities:
Required Qualifications:
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:
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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Envestnet, Inc. (NYSE: ENV) 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 ...
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