Client Services Specialist

Description

Envestnet is seeking a Client Services Specialist to join our MoneyGuide department. This is a hybrid role, with in-office work required at our Powhatan, VA, Berwyn, PA, or Raleigh, NC office locations.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 

Envestnet’s Strategy:

• Deliver the industry-leading wealth management platform, powered by advanced data and insights 
  
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively 
  
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
  

For more information, please visit www.envestnet.com.  

Job Summary: 

The Client Services Specialist provides support and training to clients via inbound phone calls, chat, and email. Supports clients in creating and delivering advanced planning techniques on the MoneyGuide platform. Ensures high-level customer satisfaction through a strong sense of client advocacy and a consultative approach when resolving issues.  

Job Responsibilities:

• Leverage knowledge of MoneyGuide technology offerings to provide support and training to clients on creating and delivering advanced-planning techniques using MoneyGuide products via inbound phone calls, chat, and email  
  
• Demonstrate outstanding advisor support through proven service techniques
  
• Ensure accuracy of information provided to advisor through ongoing training, knowledge base articles, and escalating calls  
  
• Collaborate with internal teams to resolve client questions and requests in an accurate and timely manner, escalating when necessary 
  
• Establish and maintain a positive and professional relationship with clients. Assist in setting and managing client expectations for completion of work 
  
• 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: 

• 1-3 years of experience in the financial services area in a client facing role
  
• Exemplary customer service and interpersonal skills 
  
• Positive attitude and ambition to help others
  
• Strong aptitude for technology
  
• Ability to work both independently and collaboratively, and have a desire to be part of a cohesive team
  
• Financial Paraplanner Qualified Professional (FPQP®) designation or ability to obtain upon employment
  

Preferred Qualifications:

• Bachelor’s degree in business, finance or related field of study 
  
• Financial planning industry related education or certification
  
• Experience using MoneyGuidePro

Envestnet: 

• Be a member of an innovative and industry leading financial technology and solutions 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
    

Envestnet is an Equal Opportunity Employer.

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