What are the responsibilities and job description for the Client Services Specialist position at Envestnet?
Description
Envestnet is seeking a passionate and talented Client Services Specialist to join our Moneyguide team. This is a hybrid role, with in-office work required at our Powhatan, VA, Berwyn, PA, or Raleigh, NC office locations.
Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.
Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.
Job Summary :
The Client Services Specialist provides support and training to clients via inbound phone calls, chat, and email. Supports clients in creating and delivering advanced planning techniques on the MoneyGuide platform. Ensures high-level customer satisfaction through a strong sense of client advocacy and a consultative approach when resolving issues.
Job Responsibilities :
- Leverage knowledge of MoneyGuide technology offerings to provide support and training to clients on creating and delivering advanced-planning techniques using MoneyGuide products via inbound phone calls, chat, and email
- Demonstrate outstanding advisor support through proven service techniques
- Ensure accuracy of information provided to advisor through ongoing training, knowledge base articles, and escalating calls
- Collaborate with internal teams to resolve client questions and requests in an accurate and timely manner, escalating when necessary
- Establish and maintain a positive and professional relationship with clients. Assist in setting and managing client expectations for completion of work
- Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
- As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
Required Qualifications :
Preferred Qualifications :
About Us :
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. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships.
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 :
Health Benefits (Health / Dental / Vision)
Envestnet is an Equal Opportunity Employer.
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