Client Operations Coordinator

2 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 solutions, making financial wellness accessible to all. Our journey over the past two decades has been focused on helping individuals lead intelligent financial lives. If you thrive in a dynamic Fintech environment that resembles a start-up and enjoy making a meaningful impact daily, we encourage you to explore this opportunity.

Position Overview:

We are seeking a proactive individual to support our operations team in managing daily account processing, performance reconciliation, account maintenance, and client billing. This role involves collaboration with both internal teams and external partners, such as custodians and broker/dealers, to ensure efficient workflows that contribute to client success. The position offers a comprehensive understanding of all operational functions within the organization. The selected candidate will cultivate and maintain strong operational relationships with key industry contacts to facilitate effective problem resolution.

Key Responsibilities:
  • Conduct daily reconciliations of accounts, including transactions, positions, and cash for clients.
  • Process account requests related to new openings, funding, terminations, and maintenance.
  • Address and resolve client-reported issues in a timely and effective manner.
  • Collaborate with custodians to ensure compliance and operational efficiency.
  • Engage directly with advisors to respond to inquiries and provide guidance.
  • Work closely with clients to understand their specific needs and preferences.
  • Assist advisors in the resubmission process of documents through the platform.
  • Manage documents submitted by clients, ensuring necessary corrections are made prior to processing.
  • Participate in processing service requests to maintain operational effectiveness.
  • Support clients in troubleshooting and resolving daily operational issues.
  • Foster strong relationships with internal client service teams and external clients to effectively address process challenges.
  • Understand the implications of transactions on the Portfolio Accounting System, including reconciliation and performance metrics.
  • Collaborate with clients to resolve operational challenges related to reconciliation and performance reporting, providing recommendations for improvement.
  • Enhance customer service quality by evaluating and redesigning processes, establishing service metrics, and implementing changes as needed.
  • Create and maintain comprehensive process manuals, including procedural documentation and user guides.
  • Engage in root cause analysis to rectify and prevent process deviations.
  • Participate in special projects as assigned by supervisors or managers.
  • Adhere to Envestnet's legal, compliance, risk, and administrative policies, including timely completion of training and awareness programs.
  • Support Envestnet's established corporate practices and internal controls designed to minimize risk and create value.
Qualifications:
  • A Bachelor's degree in a relevant field or equivalent experience is required.
  • 1-2 years of relevant experience is preferred.
  • Proficiency in Microsoft Office Applications (Word, Excel, Outlook, OneNote) is essential.
About Envestnet:

Envestnet stands as a leading independent provider of technology-enabled investment and practice management solutions tailored for financial advisors, whether independent or affiliated with larger institutions. Our technology addresses the comprehensive needs of financial advisors across front, middle, and back-office operations, empowering them to grow their businesses and enhance client relationships.

We offer a competitive compensation and benefits package, along with the excitement and challenges of a rapidly growing entrepreneurial company.

Why Join Envestnet:
  • Be part of a pioneering company in financial services and product innovation.
  • Enjoy competitive compensation and total reward packages, including:
    • Health Benefits (Health/Dental/Vision)
    • Paid Time Off (PTO) & Volunteer Time Off (VTO)
    • 401K with Company Match
    • Annual Bonus Incentives
    • Parental Stipend
    • Tuition Reimbursement
    • Student Debt Program
    • Charitable Match
    • Wellness Program
  • Collaborate on global projects with a diverse and energetic team that values respect and celebrates 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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