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Senior Institutional Client Support Specialist

3 months ago

Berwyn, United States Envestnet Full time
Description

Envestnet is seeking a passionate and talented Senior Institutional Client Support Specialist to join our Service team. This position is expected to report to our Berwyn, PA office.

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 Senior Institutional Client Support Specialist is responsible for establishing strong client relationships and providing exceptional service support. Exercises judgement within defined procedures to independently resolve complex operational process issues.

Job Responsibilities:
  • Establish and manage relationships with clients and provide optimal service support.
  • Mentor and train junior team members. Responsible for the management of team documentation.
  • Analyze trends and provide best practices to clients with the goal of improving their business operations and reducing risk.
  • Facilitate best practice process management with various operational and administrative areas of the organization.
  • Assist in training clients in various business processes of the platform.
  • Identify and deliver training opportunities to the team.
  • Maintain a log of outstanding issues and track to completion. Forecasts ETAs and hold internal teams accountable.
  • Establish and maintain strong and cooperative relationships with key internal and external contacts to foster a cooperative environment for the resolution of problems and/or errors.
  • Research and resolution on trade execution, including unexecuted, untimely, pending and rejected trades.
  • Attend periodic meetings with clients to discuss open items.
  • Review system enhancement notes to stay abreast on new or updated system functionality.
  • Research and resolution for general billing inquiries and issues.
  • Assist with trade error analysis and resolution.
  • Review of execution trace to explain rebalancing logic on specific trades generated by advisors.
  • Perform daily duties within the "Advisor as Portfolio Manager" model including support of internal departments in direct contact with advisors to research and detail trade execution, trade failure and general trade/industry rules and regulations.
  • Act as a lead on complex issues for the team to help drive resolution.
  • Provide input on operational enhancements to improve business processing efficiency and increase satisfaction.
  • Establish close relationships with internal departments, serving as a key resource to assist with complex or escalated items.
  • Exhibit a strong understanding of the platform's inner workings and how they tie together.
  • Willingness to go above and beyond when needed and help across the entire department.
  • 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 is required
  • Demonstrated expertise in operational processes and workflows in at least two areas: Portfolio Administration, Model Management, Overlay Services, Managed Account Services, Product Data Administration, etc.
  • Knowledge of the securities industry, various types of investment vehicles, and trading methods.
  • Knowledge of general securities rules as well as financial industry regulations and terminology.
  • 3+ years' experience in financial services operations.
  • Well organized, with strong attention to detail
  • Ability to work under pressure and adjust to changing priorities.
  • Ability to critically analyze information and make sound judgments and recommendations.
  • Team-oriented attitude; works well in a team environment. Excellent verbal and written communication skills.
  • Ability to operate and take initiative with little or no direction.
  • Ability to leverage strong mathematical, analytical, and problem-solving skills to resolve highly complex issues.
  • Demonstrated proficient with Microsoft Word and Excel.
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 refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).

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