Current jobs related to Senior Client Service Associate - Berwyn - Envestnet
-
Client Services Associate
2 days ago
Berwyn, United States WSFS Bank Full timeJob DescriptionBryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.The...
-
Client Services Associate
1 day ago
Berwyn, United States WSFS Bank Full timeJob Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The...
-
Client Service Associate
4 weeks ago
Berwyn, United States Envestnet Full timeDescriptionEnvestnet is seeking a passionate and talented Client Service Associate - Advisor to join our Service - Advisor team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers...
-
Client Service Associate
2 weeks ago
Berwyn, United States Envestnet Full timeDescriptionEnvestnet is seeking a passionate and talented Client Service Associate - Advisor to join our Service - Advisor team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers...
-
Client Service Associate
2 weeks ago
Berwyn, United States Envestnet Full timeDescription Envestnet is seeking a passionate and talented Client Service Associate - Advisor to join our Service - Advisor team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers...
-
Client Service Associate
1 month ago
Berwyn, United States Envestnet Full timeDescription Envestnet is seeking a passionate and talented Client Service Associate - Advisor to join our Service - Advisor team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers...
-
Client Service Associate
2 weeks ago
Berwyn, Pennsylvania, United States Envestnet Full timeAbout the RoleWe are seeking a highly skilled and dedicated Client Service Associate - Advisor to join our team at Envestnet. As a key member of our Service - Advisor team, you will play a critical role in delivering exceptional customer service and support to financial advisors.Key ResponsibilitiesSubject Matter Expertise: Act as a subject matter expert on...
-
Client Service Associate
5 days ago
Berwyn, United States WSFS Bank Full timeJob DescriptionBryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.The...
-
Client Service Associate
1 week ago
Berwyn, United States Envestnet Full timeDescriptionEnvestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office locations. The candidate will be expected to work West Coast hours. For highly qualified candidates, fully remote options may be...
-
Client Service Associate
7 days ago
Berwyn, United States Envestnet Full timeDescription Envestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office locations. The candidate will be expected to work West Coast hours. For highly qualified candidates, fully remote options may be...
-
Client Service Associate
3 days ago
Berwyn, Pennsylvania, United States WSFS Bank Full timeJob SummaryBryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.Job...
-
Client Service Associate
6 days ago
Berwyn, Pennsylvania, United States Envestnet Full time{"Job Title": "Client Service Associate - Tamarac Reporting", "Job Summary": "We are seeking a skilled Client Service Associate to provide technical support for our Tamarac Reporting product. This role is crucial in ensuring exceptional customer satisfaction through expert technical support and training on our products. The ideal candidate will develop...
-
Client Support Associate
1 month ago
Berwyn, United States Magis Capital Partners LL Full timeJob DescriptionJob DescriptionJob Description: Associate, Insurance Exchange (IX) Client SupportAbout the Opportunity:FIDX is revolutionizing the insurance industry with the first end-to-end annuity solution for financial professionals. This is your opportunity to lead the charge by driving revenue and delivering exceptional client experiences for a...
-
Client Relationship Associate
3 weeks ago
Berwyn, Illinois, United States BMO Full timeJob Title: Associate BankerCompany: BMO Financial GroupPosition Overview:*Bilingual English/Spanish speaking preferred*As an Associate Banker, you will provide outstanding service to clients and potential clients. You will assess client needs and offer insights and recommendations regarding financial products and services. Working collaboratively within the...
-
Client Relationship Associate
2 weeks ago
Berwyn, Illinois, United States BMO Full timeJob Title: Associate BankerCompany: BMO Financial GroupPosition Overview:*Bilingual English/Spanish speaking preferred*As an Associate Banker, you will provide outstanding service to our clients and potential customers. Your role will involve understanding client needs and offering tailored financial solutions. You will work collaboratively within the branch...
-
Senior Client Service Representative
4 months ago
Berwyn, United States World Insurance Associates, LLC. Full timeJob DescriptionJob DescriptionWorld Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World now has over 2,200 employees in over 260 offices across North America. With a billion dollar investment...
-
Client Services Director
2 weeks ago
Berwyn, Pennsylvania, United States State Street Corporation Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our team as a Front Office Services Manager. This is a critical role that requires strong leadership and technical skills to manage and maintain the production processing of multiple clients.Key ResponsibilitiesDevelop and implement risk management strategies to eliminate risk...
-
Client Relationship Associate
3 weeks ago
Berwyn, Illinois, United States BMO Full timeJob Title: Associate BankerCompany: BMO Financial GroupPosition Overview:As an Associate Banker, you will provide outstanding service to our clients and potential customers. Your role will involve understanding customer requirements and offering tailored financial solutions. You will work collaboratively within the branch and with various partners to ensure...
-
Client Relationship Associate
3 weeks ago
Berwyn, Illinois, United States Bank of Montreal Full timePosition Overview:As a vital member of our team, the Associate Banker plays a crucial role in delivering outstanding service to our clients. This position is designed for individuals who are passionate about fostering strong customer relationships and providing tailored banking solutions.Key Responsibilities:1. Engage with customers to understand their...
-
Lead Client Support Representative
3 weeks ago
Berwyn, Pennsylvania, United States World Insurance Associates LLC Full timeAbout World Insurance Associates LLCWorld Insurance is recognized as one of the most rapidly expanding insurance brokerage firms in the United States, providing premier products and services from leading providers, complemented by dedicated support from local agents.Since our inception, we have grown to over 2,200 employees across more than 260 offices...
Senior Client Service Associate
4 months ago
DescriptionEnvestnet is seeking a passionate and talented Senior Client Service Associate - Advisor to join our Service team. This position is expected to report to our Berwyn or Raleigh office on a hybrid scheduleEnvestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on. Job Summary:Envestnet is seeking a passionate and talented Senior Client Service Associate - Advisor to join our Service team.Job Responsibilities:Act as a Subject Matter Expert both internally and externally on platform functionalityDemonstrate outstanding advisor support through proven service techniquesServe as a mentor and role model for team members for performing the role to the best of their ability and promoting the best interests of the department Point of contact for team member inquiries Proactively reach out to members to work on complex issues Provide top firms with team statistics on a monthly, quarterly and yearly basisPartner with team members on Continuing Education initiativesCreate and maintain new hire training materialsCreate and maintain Envestnet new hire training materialsWork with team members to run Envestnet new hire trainings, assisting with presentation preparation, reviewing expectations, and logistical considerationsEnsure accuracy of internal knowledge sharing site (One Note) Create and maintain documentation as requested by ManagementAdditional projects as requested by ManagementAdherence 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 preferred3-5 years of experience in the financial services area in a client facing roleExemplary leadership skillsComfortable operating in tight deadlines with the ability to balance multiple prioritiesExcellent customer service and communication skillsAbility to quickly grasp complicated situations and determine the best course of actionCommitment to maintain professional demeanor and courtesyWilling to build relationships and work both individually and in a collaborative approach Well-developed organizational skills, with attention to detailProficiency in MS Office SuiteAbout Us: Envestnet is a leading independent provider of technology-enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back-office needs while leveraging our platform to grow their businesses and expand client relationships.We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.Why Choose Envestnet: Be a member of a leading financial services and products innovation 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 Equity Parental Stipend Tuition Reimbursement Student Debt Program Charitable match Wellness Program Work on global projects with diverse, energetic, team members who respect each other and celebrate differences The best work locations with unlimited snacksSalary:The annual base salary range for this position is $51,000 to $110,000. Envestnet is an Equal Opportunity Employer.Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).#LI-DNP
