Manager, Service - Advisor

Client Service Full-Time Berwyn, Pennsylvania Raleigh, North Carolina ReqID:6242

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Description

Envestnet is seeking a passionate and talented Manager, Service – Advisor to join our Service team. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA 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 Manager, Service - Advisor will support our Advisor Service Associates to service our Financial Advisors and other users of the Envestnet Advisor Portal. This individual will develop staff, handle escalations and ensure the team is best positioned to provide excellent service to our clients.

Job Responsibilities:

  • Deliver consultation and support to financial advisors through inbound calls and web trainings, educating them on the benefits and functions of platform capabilities, increasing platform usage and advisor efficiency.
  • Partner with team members to ensure high quality customer service when responding to client calls & emails within stated SLAs.
  • Responsible for training the team to respond to advisor questions and troubleshoot the Envestnet platform.
  • Identify operational issues and implement improvements.
  • Provide learning and coaching opportunities for team members through monthly meetings and call reviews.
  • Act as a Subject Matter Expert both internally and externally on platform functionality.
  • Answer team member questions regarding best practices and complex issues.
  • Serve as an escalation point for sensitive issues.
  • Communicate updates to the team.
  • Join monthly calls with our top firms.
  • 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:

  • Bachelor’s degree
  • 3-5 years of experience in the financial services area in a client facing role.
  • Exemplary leadership and interpersonal skills.
  • Comfortable operating in tight deadlines with the ability to balance multiple priorities.
  • Ability to quickly grasp complicated situations and determine the best course of action.
  • Commitment to maintain professional demeanor and courtesy.
  • Willing to build relationships and work both individually and in a collaborative approach.
  • Well-developed organizational skills, with attention to detail.
  • Proficiency in MS Office Suite.

Preferred Qualifications:

  • Two years in a supervisory experience leading a team.

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:

  • 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.

Envestnet is an Equal Opportunity Employer.

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