Workplace Client Service Specialist

4 weeks ago

Berwyn, United States Envestnet Full time
Description

Envestnet is seeking a passionate and talented Workplace Client Service Specialist to join our Sales team. This is a hybrid role, with in-office work required at our Berwyn, PA office location.

Envestnet 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:

The Workplace Client Service Specialist - Supports Key Account and Strategic Account Manager team. Ensures ongoing connectivity with recordkeeping partners and service support of broker dealer and RIA clients. Responsible for ad hoc and ongoing project work with existing clients, implementation of new clients, maintaining client information and contact list in sales force and ensuring all services are working and delivered in a timely manner. Work requires consistent exercise of independent discretion and judgement.

Job Responsibilities:
  • Leverage comprehensive knowledge of all Envestnet Workplace Solutions.
  • Partner with the Strategic Relationship Management and Key Account Manager teams to support service excellence for existing enterprise clients (BD, Aggregator, Asset Manager, and Record-Keepers) and new clients through implementation project work.
  • Partner with the workplace operations team to ensure all workflows are working and meeting customer expectations.
  • Ensure all contracts, amendments and SOW's are in good order and once executed are submitted to legal, billing and operations teams.
  • Ensure all invoices are sent and payments collected in a timely manner through the Envestnet Billing teams.
  • Participate in ongoing Enterprise calls to discuss any data or service-related topics.
  • Work through any service-related issues and proactively inform and educate clients about potential new enhancements or offerings from Envestnet.
  • Respond to inbound service calls and emails in a timely manner.
  • Track all activity, client contacts and assignments in Salesforce and follow up as needed with sales/KAM/SRM partners.
  • 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 business, finance, or related field of study
  • 2-5 years of experience in the financial services industry
  • Experience communicating with clients via phone and email in a fast-paced environment.
  • Excellent written and verbal communication skills
  • Proven ability to self-manage, with strong organization skills and an attention to detail.
About 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
    • 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.

Envestnet is an Equal Opportunity Employer.

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).

#LI-RT1

  • Workplace Client Service Specialist

    1 month ago

    Berwyn, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Workplace Client Service Specialist to join our Sales team. This is a hybrid role, with in-office work required at our Berwyn, PA office location.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...

  • Workplace Client Service Specialist

    4 weeks ago

    Berwyn, Illinois, United States Envestnet Full time

    Job SummaryThe Workplace Client Service Specialist plays a critical role in supporting Key Account and Strategic Account Manager teams at Envestnet. This position ensures ongoing connectivity with recordkeeping partners and provides service support to broker dealer and RIA clients. The successful candidate will be responsible for ad hoc and ongoing project...

  • Strategic Relationship Management Director

    3 weeks ago

    Berwyn, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Strategic Relationship Management Director - Workplace Solutions to join our Sales team. This is a hybrid role, with in-office work required at our Berwyn, PA office location. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and...

  • Client Service Associate

    1 month ago

    Berwyn, United States Sequoia Financial Group Full time

    Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values...

  • Client Service Associate

    2 months ago

    Berwyn, United States Sequoia Financial Group Full time

    Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: ...

  • Client Service Associate

    1 month ago

    Berwyn, Pennsylvania, United States Sequoia Financial Group Full time

    About Sequoia Financial GroupSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) based in Northeast Ohio. Our mission is to enrich lives through financial planning and wealth management services.Job SummaryWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team. This role will support a...

  • Client Service Associate

    1 month ago

    Berwyn, United States Envestnet Full time

    DescriptionEnvestnet 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.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and...

  • Client Service Associate

    1 month ago

    Berwyn, United States Envestnet Full time

    Description 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. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and...

  • Client Launch Consultant II

    3 months ago

    Berwyn, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Client Launch Consultant II to join our Client Consulting Launch team. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office locations. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and...

  • Behavioral Health Specialist

    4 weeks ago

    Berwyn, Pennsylvania, United States Devereux Advanced Behavioral Health Full time

    About the RoleWe are seeking a skilled Behavioral Health Specialist to join our team at Devereux Advanced Behavioral Health. As a Behavioral Health Specialist, you will play a critical role in providing compassionate care and support to individuals with intellectual and developmental disabilities.Key ResponsibilitiesAssist in daily living activities,...

  • Nurse Care Specialist

    1 month ago

    Berwyn, Illinois, United States BrightStar Care Full time

    Job Summary: BrightStar Care is seeking a compassionate and skilled Nurse to join our team in Berwyn. As a Nurse Care Specialist, you will provide high-quality care to our clients in the comfort of their own homes. Key Responsibilities: Provide direct skilled client care under the supervision of an RN Work collaboratively with the care team to achieve...

  • Registered Nurse

    4 weeks ago

    Berwyn, Illinois, United States Healthcare Staffing Plus Full time

    Job Title: Registered Nurse - Labor & Delivery SpecialistJob Summary:Healthcare Staffing Plus is seeking a skilled Registered Nurse - Labor & Delivery Specialist to join our team. As a Labor and Delivery Nurse, you will be responsible for providing high-quality patient care in a fast-paced environment. Responsibilities: Implement and monitor patient care...

  • Field Service Engineer

    4 weeks ago

    Berwyn, Pennsylvania, United States AMETEK Full time

    Job Summary:The Field Service Engineer - RF Specialist is a key member of the customer support team at AMETEK, responsible for traveling to customer sites to perform calibration and repair services on NSI-MI equipment. This role requires strong technical skills, excellent communication, time management, planning, and organizational abilities. The successful...

  • Social Worker

    4 weeks ago

    Berwyn, Illinois, United States LOYOLA UNIVERSITY HEALTH SYSTEM Full time

    Job Summary:We are seeking a skilled Social Worker to join our team at Loyola University Health System. As a Case Management Specialist, you will play a vital role in providing high-quality patient care and support to our healthcare team.Key Responsibilities:Assess and provide intervention concerning disability resulting from emotional, social, and economic...

  • Parts Specialist

    4 weeks ago

    Berwyn, United States O'Reilly Auto Parts Full time

    O'Reilly Automotive - 3743 Harlem Avenue [Sales Associate / Team Member] As a Parts Specialist at O'Reilly Automotive, you'll: Deliver excellent customer service and ensure a positive customer experience; Support management in the accomplishment of assigned tasks; Maintain inventory control and store appearance; Demonstrate knowledge and passion for...

  • Revenue Operations Specialist

    2 weeks ago

    Berwyn, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Revenue Operations Specialist to join our Sales team. This is a hybrid role, with in-office work required at our Berwyn, PA office location.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...

  • Technical Consultant

    4 weeks ago

    Berwyn, Illinois, United States Envestnet Full time

    Job Summary:The Technical Consultant, Tamarac Reporting is responsible for the training and onboarding of firms onto the Tamarac Reporting platform. A successful applicant will have demonstrated an exceptional level of technical proficiency, determination, curiosity and a commitment to learning.Key Responsibilities:Partner with team members, Project...

  • Nurse Care Specialist

    4 weeks ago

    Berwyn, Pennsylvania, United States Mitchell Martin Full time

    Job Summary:We are seeking a skilled Registered Nurse to join our team at Mitchell Martin. As a Nurse Care Specialist, you will play a vital role in providing high-quality healthcare services to adults with intellectual and developmental disabilities.Key Responsibilities: Serve as the healthcare advisor to the interdisciplinary team, guiding direct support...

  • Middle Office Integration Business Architect Services Specialist

    4 weeks ago

    Berwyn, Illinois, United States State Street Full time

    About the RoleWe are seeking a highly skilled Business Architect to join our Middle Office Integration team at State Street. As a Business Architect, you will play a key role in defining the Model Office roadmap to reach future state goals. You will assist in the creation of both BAU and strategic initiatives and plans, working closely with the team to...

  • Maintenance Specialist with Electrical Expertise

    4 weeks ago

    Berwyn, Pennsylvania, United States Devereux Advanced Behavioral Health Full time

    Be Part of a Dedicated TeamDevereux Advanced Behavioral Health is seeking a skilled Maintenance Specialist with electrical experience to join our team of dedicated professionals. As a Maintenance Specialist, you will work collaboratively with our team to identify solutions for maintenance and safety.What We OfferA Positive Team-Oriented EnvironmentExcellent...