Client Account Management Specialist

1 week 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 wellness accessible to all.

With two decades of experience, we are committed to helping individuals achieve an intelligent financial lifestyle. If you are excited about the prospect of working in a dynamic Fintech environment where your contributions have a meaningful impact, we encourage you to explore this opportunity.

Position Overview:

The Portfolio Administration Services team is seeking an individual eager to develop and enhance their skills within the Fintech sector. The ideal candidate will play a key role in the daily oversight and management of client accounts through Envestnet's trading and account management platform. This role demands a commitment to delivering an exceptional experience to our investment advisors.

Key Responsibilities:
  • Oversee the daily monitoring and management of accounts utilizing Envestnet's trading platform.
  • Identify client accounts for potential trading in accordance with established guidelines.
  • Review and execute trade instructions, manage service requests, and provide trading assistance.
  • Perform daily tasks, including problem resolution using established procedures and protocols.
  • Engage in root cause analysis to rectify and/or prevent deviations in processes and workflows.
  • Support junior staff members with process methodologies.
  • Contribute to special projects as assigned by management.
  • Coordinate with the Lead Specialist and Supervisor for backup coverage.
  • Understand and support Envestnet's established corporate business practices, policies, internal controls, and procedures aimed at creating value and minimizing risk.
  • Adhere to and apply Envestnet's legal, compliance, risk, business continuity, and administrative policies within the role and department, including timely completion of training and awareness, affirmations, and testing as required.
Required Qualifications:
  • Proficient understanding of financial markets, including equities, fixed income, mutual funds, and ETFs.
  • Strong attention to detail and the ability to perform under pressure.
Preferred Qualifications:
  • Bachelor's degree or equivalent professional experience is preferred.
  • Familiarity with investment management operations and practices, including trading and portfolio accounting systems.
  • Ability to work collaboratively as part of a team with shared decision-making.
  • Proven capability to troubleshoot daily processing challenges.
  • Proficient in Microsoft Word, Excel, and PowerPoint.
About Envestnet:

Envestnet is a premier independent provider of technology-enabled investment and practice management solutions tailored for financial advisors, whether independent or affiliated with small to mid-sized advisory firms and larger financial institutions. Our technology is designed to address 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, challenges, and rewards associated with a rapidly growing entrepreneurial organization.

Why Join Envestnet:
  • Be part of a leading innovator in financial services and products.
  • Enjoy competitive compensation and total reward packages that include:
    • 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 diverse, energetic team members who respect 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-LM1

  • Client Account Services Specialist II

    2 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...

  • Client Relations Specialist

    1 week 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...

  • Personal Lines Insurance Account Specialist

    1 week ago

    Berwyn, Pennsylvania, United States Alera Group Full time

    Alera Group is currently seeking a Personal Lines Insurance Account Specialist to enhance our Property & Casualty division. As a leading independent insurance agency, we pride ourselves on our client-centric approach, serving a diverse clientele with a focus on high-net-worth individuals. Recognized for our commitment to excellence, we have been honored as...

  • Accounting Professional

    1 week ago

    Berwyn, Pennsylvania, United States Converge HR Solutions Full time

    Job OverviewWe are seeking a highly skilled Accounting Specialist to join our team at Converge HR Solutions. As an integral part of our financial operations, this role will assist the Controller in managing the organization's financial management.Key ResponsibilitiesProcess payment receipts and bank deposits in a timely and accurate manner.Assist with...

  • 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...

  • Insurance Account Manager

    2 days ago

    Berwyn, Pennsylvania, United States Alera Group Full time

    About the RoleSimkiss & Block, an Alera Group Company, is seeking a highly skilled Property & Casualty Account Executive to join their team.Company OverviewSimkiss & Block is a full-service insurance brokerage and risk management consultant with a strong commitment to providing custom risk and benefits solutions to their clients.Job SummaryThe Account...

  • Insurance Account Manager

    2 days ago

    Berwyn, Pennsylvania, United States Alera Group Full time

    About the RoleAs a Property & Casualty Account Executive at Alera Group, you will be responsible for serving as the day-to-day expert on a book of business and the point of contact for clients while maintaining a high level of client and internal team satisfaction.Key ResponsibilitiesMarket and Service Accounts: Develop and retain assigned accounts, perform...

  • Tax Overlay Operations Specialist

    6 days ago

    Berwyn, Pennsylvania, United States Envestnet Full time

    About the RoleEnvestnet is seeking a highly skilled and detail-oriented Tax Overlay Support Specialist to join our Trade Services team. As a key member of our team, you will be responsible for the day-to-day monitoring and administration of accounts, ensuring seamless execution of trades and portfolio management.Key ResponsibilitiesAccount Management:...

  • Client Relationship Manager

    2 weeks ago

    Berwyn, Pennsylvania, United States WSFS Bank Full time

    Job OverviewAt WSFS Bank, we are dedicated to empowering our Associates to advance their careers, assist our clients in securing their financial futures, and actively support our Communities to thrive.Why Work with Us?Careers at WSFS Bank offer a welcoming and supportive environment, competitive compensation, opportunities for advancement, and more. We take...

  • Client Service Specialist

    1 week 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...

  • Financial Operations Specialist

    3 days ago

    Berwyn, Pennsylvania, United States Converge HR Solutions Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Operations Specialist to join our team at Converge HR Solutions. As a key member of our accounting team, you will play a vital role in supporting the financial management of our clients.Key Responsibilities:Process payment receipts and bank deposits in a timely and accurate...

  • Client Services Director

    5 days ago

    Berwyn, Pennsylvania, United States State Street Corporation Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Front Office Services Manager. This is a critical role that requires strong leadership and technical skills to manage and maintain the production processing of multiple clients.Key ResponsibilitiesDevelop and implement risk management strategies to eliminate risk...

  • Financial Operations Specialist

    1 week ago

    Berwyn, Pennsylvania, United States Sovereign Insurance Group Full time

    Job OverviewPosition Summary: Are you eager to contribute to a thriving organization in a dynamic and fast-paced environment? Sovereign Insurance Group is on the lookout for a dedicated and detail-oriented Accounting Specialist to enhance our vibrant team. In this pivotal role, you will be instrumental in our financial processes, ensuring precision and...

  • Financial Operations Specialist

    1 week ago

    Berwyn, Pennsylvania, United States Sovereign Insurance Group Full time

    Job OverviewPosition Summary: Are you eager to contribute to a thriving organization in a dynamic sector? Sovereign Insurance Group is on the lookout for a dedicated and meticulous Accounting Specialist to enhance our vibrant team. In this pivotal role, you will not only handle payment processing but also play a crucial part in our financial framework,...

  • Financial Operations Specialist

    2 weeks ago

    Berwyn, Pennsylvania, United States Sovereign Insurance Group Full time

    Job OverviewPosition Summary: Are you prepared to play a vital role in a dynamic and fast-paced financial environment? Sovereign Insurance Group is on the lookout for a dedicated and detail-oriented Accounting Specialist to enhance our vibrant team. In this position, you will not only handle payment processing but also be integral to our financial...

  • Financial Accounting Supervisor

    2 weeks ago

    Berwyn, Pennsylvania, United States AscellaHealth LLC Full time

    Position OverviewAscellaHealth LLC is seeking a dedicated Accounting Manager to oversee and uphold the integrity of the general ledger across various AscellaHealth entities. This role encompasses cross-entity billing and accounting for transactions between entities. The Accounting Manager will collaborate closely with senior finance leaders to evaluate and...

  • Insurance Client Service Representative

    1 week ago

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

    Job SummaryWe are seeking a highly skilled Insurance Client Service Representative to join our team at World Insurance Associates LLC. As a key member of our client service team, you will be responsible for delivering exceptional service to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesClient Service: Provide outstanding service...

  • Lead Client Support Representative

    2 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...

  • Materials Management Specialist

    2 weeks ago

    Berwyn, Pennsylvania, United States Exelon Services, Inc. Full time

    At Exelon Services, Inc., we are committed to shaping a sustainable and innovative future. We are at the forefront of the energy evolution, inviting all creative thinkers, problem solvers, and community advocates to join us in crafting solutions that enhance the resilience and vitality of our diverse communities. Our workforce is driven by a shared purpose,...

  • Client Service Associate

    3 days ago

    Berwyn, Pennsylvania, United States Envestnet Full time

    About the RoleWe are seeking a highly skilled and dedicated 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 customer service and support to financial advisors.Key ResponsibilitiesSubject Matter Expertise: Act as a subject matter expert on...