Client Service Associate - Advisor

Job Location

The primary work location for this role is Berwyn or Raleigh with a hybrid work model.

• Act as a Subject Matter Expert both internally and externally on platform functionality
• Provide support and training to clients on how to effectively use Envestnet in their practices via inbound phone calls
• Demonstrate outstanding advisor support through proven service techniques
• Ensure accuracy of internal knowledge sharing application (One Note)
• Provide support and training to clients, specializing in helping advisors with website navigation of the Envestnet platform, and Operational Support for our RIA clients.
• 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.

• Bachelor’s degree in business, finance or related field of study
• Exemplary customer service and interpersonal skills
• Comfortable operating in tight deadlines with the ability to balance multiple priorities
• Ability to quickly grasp complicated situations and determine the best course of action
• Commitment to maintain professional demeanor and courtesy
• Proficiency in MS Office Suite

• 1-3 years of experience in the financial services area in a client facing role

At Envestnet, our total rewards philosophy is designed to attract, motivate, and grow exceptional talent. We offer competitive, market‑aligned compensation complemented with performance‑linked incentives and rewards programs that recognize and reward impact. We provide a comprehensive suite of benefits subject to Envestnet’s plan eligibility rules – that support your overall well‑being including medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support.

Our investment in you means supporting you professionally, financially, and personally at every stage of your journey.

This position is not open to candidates requiring visa sponsorship.

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law.

We encourage individuals from all backgrounds to apply. We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at [email protected]. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.