Client Service Associate - Guide

Description

Join Envestnet as a Client Service Associate for the Money Guide platform, providing support, training, and customer advocacy to financial advisors through phone, chat, and email.

The primary work location for this role is either Berwyn, Raleigh, or our Powhatan office with a hybrid work model.

Envestnet is an adaptive Wealth Tech company that redefines the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.

For a deeper look at how Envestnet is shaping the future of financial advice, visit

You will join the Money Guide Client Services team at Envestnet, a group dedicated to supporting one of the industry’s leading financial planning solutions. This team partners closely with financial advisors, internal product teams, and operations to ensure a seamless client experience across the Money Guide platform.

You’ll be part of a collaborative, service-oriented team focused on delivering timely, accurate, and high-quality support to advisors using Money Guide. The team plays a critical role in helping advisors leverage financial planning tools effectively to drive better client outcomes.

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

• Leverage knowledge of Money Guide technology offerings to provide support and training to clients on creating and delivering advanced‑planning techniques via inbound phone calls, chat, and email.
• Demonstrate outstanding advisor support through proven service techniques.
• Ensure accuracy of information provided to advisors 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.
• Adhere to and apply 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, understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.

• 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 a desire to be part of a cohesive team.
• Financial Paraplanner Qualified Professional (FPQP) designation or ability to obtain upon employment.

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

Help shape the future of Wealth Tech. At Envestnet you’ll gain hands‑on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued,…