Current jobs related to Institutional Client Support Specialist - Berwyn - Envestnet

  • Institutional Client Support Specialist

    4 weeks ago

    Berwyn, United States Envestnet Full time

    Description 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...

  • Tax Overlay Support Specialist

    3 weeks ago

    Berwyn, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Tax Overlay Support Specialist to join our Trade Services 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,...

  • Client Account Management Specialist

    3 weeks ago

    Berwyn, Pennsylvania, United States Envestnet Full time

    Envestnet is on the lookout for a dedicated and skilled Portfolio Specialist to become a vital part of our Platform Operations team. At Envestnet, we are revolutionizing the delivery of financial advice and wellness. Our mission is to empower financial advisors and service providers with cutting-edge technology, solutions, and insights to make financial...

  • Client Relations Specialist

    2 weeks ago

    Berwyn, Pennsylvania, United States Magis Capital Partners LL Full time

    Job OverviewPosition: Client Relations Specialist, Insurance Exchange (IX)About Us:Magis Capital Partners LLC is at the forefront of transforming the insurance landscape with innovative solutions tailored for financial professionals. This role presents a unique opportunity to enhance client engagement and drive revenue for a leading insurance technology...

  • Client Support Associate

    1 month ago

    Berwyn, United States Magis Capital Partners LL Full time

    Job 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 Operations Coordinator

    3 weeks ago

    Berwyn, Pennsylvania, United States Envestnet Full time

    Envestnet is on the lookout for a dedicated and skilled Operations Specialist to become a vital part of our Platform Operations team. This role is integral to our mission of reshaping the delivery of financial advice and wellness. At Envestnet, we are committed to empowering advisors and financial service providers through innovative technology and...

  • Reading Support Specialist

    2 weeks ago

    Berwyn, Pennsylvania, United States CCRES, Educational & Behavioral Health Services Full time

    Job SummaryCCRES, Educational & Behavioral Health Services is seeking a highly skilled Reading Support Specialist to join our team. As a Reading Support Specialist, you will play a critical role in supporting students in the reading program, working under the supervision of a Reading Specialist.Key ResponsibilitiesDeliver small group reading instruction to...

  • Client Account Services Specialist II

    3 weeks ago

    Berwyn, Pennsylvania, United States State Street Corporation Full time

    Position OverviewThe Alpha Account Services Associate 2 will play a crucial role in supporting and overseeing the operational processing of various client transition requests.This role requires daily interaction with the client's front office personnel, serving as the primary contact for all New Account Launches, Closures, Custody Conversions, Account...

  • Lead Client Support Representative

    3 weeks ago

    Berwyn, Pennsylvania, United States World Insurance Associates LLC Full time

    About 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...

  • Reading Support Specialist

    1 week ago

    Berwyn, Pennsylvania, United States CCRES, Educational & Behavioral Health Services Full time

    Job SummaryWe are seeking a highly skilled and dedicated Reading Support Specialist to join our team at CCRES, Educational & Behavioral Health Services. As a Reading Support Specialist, you will play a vital role in supporting students in the reading program, working under the supervision of a Reading Specialist.Key ResponsibilitiesProvide direct instruction...

  • Reading Support Specialist

    2 weeks ago

    Berwyn, Pennsylvania, United States CCRES, Educational & Behavioral Health Services Full time

    Job SummaryCCRES, Educational & Behavioral Health Services is seeking a highly skilled Reading Support Specialist to join our team. As a Reading Support Specialist, you will play a critical role in supporting students in the reading program, working under the supervision of a Reading Specialist.Key ResponsibilitiesDeliver small group reading instruction to...

  • Educational Support Specialist

    3 weeks ago

    Berwyn, Illinois, United States CCRES, Educational & Behavioral Health Services Full time

    Join CCRES as an Educational Support Specialist and contribute to the success of students in our partner schools. AVAILABLE POSITIONS: Hillside Elementary (General Assistance) - Mon-Fri 8:00-3:30 Tredyffrin-Easttown Middle School (Front Desk Support) - Mon/Wed/every other Fri 7:45-3:15 Devon Elementary (General Assistance) - Mon-Fri 11:30-4:15 Elementary...

  • Client Service Associate

    3 days ago

    Berwyn, Pennsylvania, United States WSFS Bank Full time

    Job 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 Launch Consultant II

    2 weeks 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...

  • Client Services Associate

    3 days ago

    Berwyn, United States WSFS Bank Full time

    Job 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

    2 days ago

    Berwyn, United States WSFS Bank Full time

    Job 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

    5 days ago

    Berwyn, United States WSFS Bank Full time

    Job 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...

  • Healthcare Support Specialist

    3 weeks ago

    Berwyn, Illinois, United States Trinity Health Full time

    Join Our Team at Trinity Health As a Healthcare Support Specialist, you will play a crucial role in delivering exceptional patient care. Your responsibilities will include: Direct Patient Assistance: Engage in various direct care activities to meet patient needs effectively. Patient Preparation: Assist in preparing patients for examinations and...

  • Client Service Specialist

    2 weeks ago

    Berwyn, Pennsylvania, United States World Insurance Associates LLC Full time

    About the RoleAs a Client Service Representative at World Insurance Associates LLC, you will play a vital role in delivering exceptional service to our clients, setting us apart from the competition.Your daily support for clients and members will assist them in optimizing their benefits coverage as they navigate the healthcare landscape.Key...

  • Client Service Associate

    2 weeks ago

    Berwyn, United States Envestnet Full time

    DescriptionEnvestnet 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...

Institutional Client Support Specialist

4 months ago

Berwyn, United States Envestnet Full time

Description

Envestnet is seeking a passionate and talented Institutional Client Support Specialist to join our ICS 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 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 Institutional Client Support Specialist is responsible for establishing client relationships and resolving operational process issues based on established procedures and guidelines.

Job Responsibilities:

  • Establish and manage relationships with large clients and provide optimal service support.
  • Assist in Institutional Portfolio Administration (IPAS) for specific institutional customers with complex managed models.
  • Execute asset allocation changes and fund swaps.
  • Oversee quality assurance of trade execution and trade error analysis.
  • Research and resolution on trade execution, including unexecuted, untimely, pending and rejected trades.
  • Review of execution trace to explain rebalancing logic on specific trades generated by advisors.
  • Submit trade file for advisors with no access to Direct Trade on the platform.
  • Perform quality assurance of rebalance recommendations.
  • Assist internal department (Portfolio Administration) with trade execution during periods of high trade volumes.
  • 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.
  • Suggest and implement improved client service and risk management procedures.
  • Facilitate best practice process management with various operational and administrative areas of the organization.
  • Establishes and maintains strong and cooperative relationships with key contacts in the financial industry to foster a cooperative environment for the resolution of problems and/or errors.
  • 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:

  • Proficiency 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.
  • Professional team player; ability to work with a variety of personalities.
  • Excellent verbal and written communication skills.
  • Ability to operate and take initiative with little or no direction.
  • Good math skills and ability to resolve highly complex tasks.
  • 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 is an Equal Opportunity Employer.

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

#LI-RT1