Workplace Client Service Specialist

2 weeks ago


Berwyn, Illinois, United States Envestnet Full time
About the Role

We 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 ongoing connectivity with recordkeeping partners and provide exceptional service support to broker dealer and RIA clients.

Key Responsibilities
  • Leverage your comprehensive knowledge of Envestnet Workplace Solutions to provide exceptional service to our clients.
  • Partner with the Strategic Relationship Management and Key Account Manager teams to support service excellence for existing enterprise clients and new clients through implementation project work.
  • Collaborate with the workplace operations team to ensure all workflows are working and meeting customer expectations.
  • Ensure all contracts, amendments, and SOWs are in good order and once executed are submitted to the 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.
  • Adhere to and apply Envestnet's established corporate business practices, policies, internal controls, and procedures designed to create value or minimize risk.
Requirements
  • Bachelor's degree in business, finance, or a 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 Envestnet

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.

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).

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