Client Service Associate
1 day ago
We are seeking a highly skilled Client Service Associate – Advisor to join our team at Envestnet. As a key member of our Service – Advisor team, you will play a critical role in delivering exceptional support to financial advisors through inbound calls.
Your primary responsibility will be to act as a Subject Matter Expert on platform functionality, providing training and support to clients on how to effectively use Envestnet in their practices. You will also be responsible for ensuring the highest level of customer satisfaction through a strong sense of client advocacy and a consultative approach.
Key Responsibilities- Provide expert support and training to clients on platform functionality and usage
- Act as a Subject Matter Expert on platform functionality, providing guidance and support to internal and external stakeholders
- Ensure accuracy and timeliness in resolving client questions and requests
- Establish and maintain positive relationships with clients, setting and managing expectations for completion of work
- Collaborate with internal teams to resolve client issues and requests
- Bachelor's degree in business, finance, or a related field of study
- 1-3 years of experience in the financial services industry in a client-facing role
- Exemplary customer service and interpersonal skills
- Ability to operate in a fast-paced environment with multiple priorities
- Proficiency in MS Office Suite
Envestnet is a leading provider of technology-enabled investment and practice management solutions to financial advisors. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.
We offer a highly competitive compensation and benefits package, as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
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