Description

Envestnet is seeking a Client Service Director to join our Service department. This is a hybrid role, with in-office work required at our Berwyn, PA 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
  
  

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

Job Responsibilities

• Provides optimal service and support to large institutional business, including tracking and resolving customer issues/concerns
• Facilitate best-practice process management with various areas of the organization, including making suggestions for improved client service, quality control, and risk management procedures
• Acts as a client advocate to resolve issues , balancing client needs and company practice
• Identify areas of opportunity for process improvement seeking out best-in-class approaches
• Escalation point for unresolved issues/trends, engage the entire organization as needed to develop and deliver solutions
• Establishes and maintains strong and cooperative relationships with designated institutional clients and internal management to foster a cooperative environment to foster a cooperative environment for client resolution and satisfaction
• Evaluate training needs for existing firms and provide best practice ideas to enhance institutions operational efficiencies
• Assist Financial Institutions with establishment and maintenance of billing grids, products, and entitlements or configurations on the Envestnet Platform
• Understand assigned firms’ business model, goals, value proposition and identify Envestnet products that will increase their assets under management
• Work with account managers and business solution members to diligently resolve platform enhancement requests, updates, and provide viable client solutions
• Participation as a project resource
• Partner with Enterprise Relationship Managers to clearly understand key client’s growth strategies. Provide ideas and enhance a client’s current support model to increase value based on these growth strategies and new products or services added
• 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 related field or equivalent experience required
• At least 10 years of client –service experience in financial services or related industry
• Demonstrated knowledge of the securities industry, of various types of investment vehicles, and trading methods
• Demonstrated understanding of the operations function and deliverables within Financial Services business
• Understands the terminology and processing requirements within the Investment and Financial Services Industry
• Must be highly organized, independent worker, possess strong attention to detail, and demonstrate the ability to work under pressure and adjust to changing priorities
• Ability to critically analyze information and make sound recommendations
• Ability to adjust to changing priorities.
• Demonstrated ability to have difficult conversations with clients
• Ability to work with others to solve complex issues for large clients and propose solutions for improvement
• Demonstrated ability to propose ideas to increase client experiences
• Work as a member of a team with collaborative decision making
• Must have strong math skills
• Proficient with Microsoft Word and Excel
• Ability to travel about 20%
  
  

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