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Institutional Client Support Specialist

2 months ago

Berwyn, Pennsylvania, United States Envestnet Full time
Job 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 service support.
  • Assist with Institutional Portfolio Administration (IPAS) for specific institutional customers with complex managed models.
  • Execute asset allocation changes and fund swaps.
  • Facilitate best practice process management with various operational and administrative areas of the organization.
  • Establish and maintain strong relationships with key contacts in the financial industry to foster a cooperative environment for problem resolution and error correction.
  • Research and resolve trade execution issues, including unexecuted, untimely, pending, and rejected trades.
  • Review execution trace to explain rebalancing logic on specific trades generated by advisors.
  • Submit trade files for advisors with no access to Direct Trade on the platform.
  • Perform quality assurance of rebalance recommendations.
  • Assist internal departments with trade execution during periods of high trade volumes.
  • Support daily duties within the "Advisor as Portfolio Manager" model, including assistance with internal departments in direct contact with advisors to research and detail trade execution, trade failure, and general trade/industry rules and regulations.
  • Suggest potential improvements to client service and risk management procedures.
  • Adhere to and apply Envestnet's established corporate business practices, policies, internal controls, and procedures designed to create value or minimize risk.
Requirements:
  • 1-3 years of relevant experience.
  • 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.
  • 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 based on established procedures and guidelines.
  • Team-oriented attitude; works well in a team environment.
  • Strong verbal and written communication skills.
  • Strong mathematical, analytical, and problem-solving skills.
  • Proficient with Microsoft Word and Excel.
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.