Client Service Associate

Title: Client Service Associate - PortfolioCenter

Location: Raleigh, NC, United States

Job Description:

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Client Service Associate - PortfolioCenter

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Description

Envestnet is seeking a Client Service Associate - Portfolio Center to join our Service department. This is a hybrid role, with in-office work required at our Raleigh, NC office location.

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

Job Summary:

The Client Service Associate - Portfolio Center will interact with internal and external clients to provide client service with demonstrable PortfolioCenter product knowledge while being able to work both independently as well as closely with the team.

Job Responsibilities:

• Responsible for daily phone and/or email coverage.

• Provide support to clients regarding product functionality.

• Communicate and document Service Request status to advisors on a timely basis.

• Address and respond to internal inquiries regarding client accounts

• 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.

• Experience with wealth management or investments preferred.

• Well-developed organizational skills, with attention to detail

• Ability to prioritize and maintain multiple client requests.

• Ability to make decisions and implement solutions based on thorough understanding of the financial industry and the firm's products, policies, and procedures.

• Commitment to maintain professional demeanor and courtesy.

• Commitment to provide positive client experience and reinforce the firm's image as a premier financial services provider.

• Effective and concise verbal and written communicator.

• Fast learner with the ability to learn new technology, platforms.

• Tech savvy and proficient in the Microsoft Suite of products including Word, Excel, and Outlook

Preferred Qualifications:

• MS SQL expertise

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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