Institutional Client Support Specialist

Envestnet is seeking an Institutional Client Support Specialist to join our Service department. This is a hybrid role, with in-office work required at our Berwyn, PA office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 

Envestnet’s Strategy:

• Deliver the industry-leading wealth management platform, powered by advanced data and insights 
  
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively 
  
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
  

For more information, please visit www.envestnet.com.

Job Summary: 

The Institutional Client Support Specialist is responsible for establishing client relationships and resolving operational process issues based on established procedures and guidelines.

Job Responsibilities:

• Establish and manage relationships with large clients and provide optimal service support.
  
• Research and respond to Institutional Home Office enquiries in a timely and thorough manner while delivering an elevated level of service.
  
• Assist in training clients in various business processes of the platform.
  
• Use of trade logs and platform tools to research and address trade related inquiries.
  
• Attend meetings with clients as representatives of ICS to discuss open items.
  
• Analyze trends and provide the best practices to clients with the goal of improving their business operations and reducing risk.
  
• Assist in Managing ICS teamwork such as Unassigned Queue, Ad Hoc reporting, API issues and others as needed by the team.
  
• Suggest and implement improved client service and risk management procedures.
  
• Facilitate best practice process management on various operational and administrative areas of the platform.
  
• Provide proactive input on operational enhancement that could improve business processing efficiency and increase satisfaction.
  
• Establish and maintain strong, collaborative relationships with key internal and external contacts to foster a collaborative environment for the resolution of issues.
  
• 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: 

• 3 years’ experience in professional services.
  
• 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.
  
• Professional team player; ability to work with a variety of personalities.
  
• Excellent verbal and written communication skills.
  
• Ability to operate and take initiative with little or no direction.
  
• Strong service and relationship skills.
  
• Good math skills and ability to resolve highly complex tasks.
  
• Proficient with Microsoft Word and Excel.
  

Envestnet: 

• Be a member of an innovative and industry leading financial technology and solutions 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
    

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