WealthTech Client Service Specialist
Listed on 2026-10-09
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Finance & Banking
Envestnet, based in Berwyn, PA with hybrid work options, seeks a client-facing support professional to assist financial advisors and institutional clients with Envestnet platforms and investment solutions. You will troubleshoot workflows, guide users, and coordinate with product, operations, and engineering teams to deliver effective solutions.
The role emphasizes service excellence, accuracy, and timely issue resolution, with opportunities to grow within a collaborative, cross-functional
We are seeking a motivated Wealth Tech Client Service Specialist to join Envestnet in Chesterbrook, PA, United States.
All applications are reviewed carefully by our team.
The position is based in Chesterbrook, PA, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 49.000 - 61.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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