Workplace Client Service Specialist
3 weeks ago
DescriptionEnvestnet 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 study2-5 years of experience in the financial services industryExperience communicating with clients via phone and email in a fast-paced environment.Excellent written and verbal communication skillsProven 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 companyCompetitive Compensation/Total Reward Packages that include:Health Benefits (Health/Dental/Vision)Paid Time Off (PTO) & Volunteer Time Off (VTO)401K - Company MatchAnnual Bonus IncentivesParental StipendTuition ReimbursementStudent Debt ProgramCharitable MatchWellness ProgramWork 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
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Workplace Client Service Specialist
2 weeks ago
Berwyn, Illinois, United States Envestnet Full timeAbout the RoleWe are seeking a highly skilled Workplace Client Service Specialist to join our Sales team at Envestnet. This is a hybrid role, with in-office work required at our Berwyn, PA office location.As a Workplace Client Service Specialist, you will play a critical role in supporting our Key Account and Strategic Account Manager teams. You will ensure...
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Workplace Client Service Specialist
3 weeks ago
Berwyn, Illinois, United States Envestnet Full timeAbout the RoleWe are seeking a highly skilled Workplace Client Service Specialist to join our Sales team at Envestnet. This is a hybrid role, with in-office work required at our Berwyn, PA office location.As a Workplace Client Service Specialist, you will play a critical role in supporting our Key Account and Strategic Account Manager teams. Your primary...
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Workplace Client Service Specialist
3 weeks ago
Berwyn, United States Envestnet Full timeDescription 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...
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Workplace Client Service Specialist
1 week ago
Berwyn, Illinois, United States Envestnet Full timeJob 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...
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Client Service Specialist
3 weeks ago
Berwyn, United States Archer Full timeAbout Archer:Archer is a technology-enabled service provider that enables investment managers to manufacture solutions aligned with investor needs. With Archer's fully integrated and robust technology platform, investment managers can maintain their proven investment process while outsourcing operations and technology to create a servicing model geared for...
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Client Service Specialist
3 weeks ago
Berwyn, United States Archer Full timeAbout Archer: Archer is a technology-enabled service provider that enables investment managers to manufacture solutions aligned with investor needs. With Archer's fully integrated and robust technology platform, investment managers can maintain their proven investment process while outsourcing operations and technology to create a servicing model geared for...
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Institutional Client Support Specialist
1 month ago
Berwyn, United States Envestnet Full timeDescription Envestnet is seeking a passionate and talented Institutional Client Support Specialist to join our Service team. This position is expected to report to our Berwyn, PA office. Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...
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Client Service Associate
3 weeks ago
Berwyn, United States Sequoia Financial Group Full timeSequoia 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...
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Client Service Representative
1 month ago
Berwyn, Illinois, United States Sequoia Financial Group Full timeClient Service AssociateSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio, offering comprehensive financial planning and wealth management services. Our mission is to enrich lives by providing exceptional client experiences and fostering a culture of excellence.Key Responsibilities:Support a...
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Client Service Associate
1 month ago
Berwyn, United States Sequoia Financial Group Full timeSequoia 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: ...
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Client Service Associate
2 weeks ago
Berwyn, Pennsylvania, United States Envestnet Full timeJob SummaryWe are seeking a highly skilled Client Service Associate to join our Tamarac Reporting team. As a key member of our service team, you will provide technical support and training to clients on our products, ensuring a high level of customer satisfaction.Key ResponsibilitiesPartner with team members to deliver exceptional customer service,...
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Client Service Associate
4 weeks 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...
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Client Service Associate
4 weeks ago
Berwyn, Pennsylvania, United States Sequoia Financial Group Full timeAbout Sequoia Financial GroupSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio. Our mission is to enrich lives by providing exceptional financial planning and wealth management services. We value integrity, passion, and teamwork, and we're committed to creating a work environment that fosters...
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Client Service Representative
1 month ago
Berwyn, Pennsylvania, United States Sequoia Financial Group Full timeAbout Sequoia Financial GroupSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio. Our mission is to enrich lives through financial planning and wealth management services. We value integrity, passion, and teamwork, and we're committed to creating a work environment that fosters growth and...
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Client Service Associate
2 weeks ago
Berwyn, Pennsylvania, United States Sequoia Financial Group Full timeAbout 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...
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Client Services Associate
1 month 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...
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Client Service Associate
4 weeks 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...
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Client Service Manager
1 month ago
Berwyn, Pennsylvania, United States Envestnet Full timeAbout the RoleWe are seeking a highly skilled Client Service Manager to join our Service team at Envestnet. This position will be based in either our Berwyn, PA or Raleigh, NC office.Job SummaryThe Client Service Manager will establish and maintain strong relationships with institutional clients, providing exceptional support for the resolution of problems...
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Institutional Client Support Specialist
1 month ago
Berwyn, Pennsylvania, United States Envestnet Full timeJob Summary:The Institutional Client Support Specialist is a key role within our Service team, responsible for establishing and maintaining strong relationships with clients and resolving operational process issues in accordance with established procedures and guidelines.Key Responsibilities:Establish and manage relationships with clients to provide optimal...
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Client Service Manager
1 month ago
Berwyn, United States Envestnet Full timeDescription Envestnet is seeking a passionate and talented Client Service Manager to join our Service 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 with innovative...
