Client Success Specialist
Description
Envestnet is seeking a passionate and talented Client Success Specialist to join our MoneyGuide team.
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 Success Specialist is responsible for engaging, retaining, and driving our customer renewals with usage of Envestnet | MoneyGuide product offerings. The Client Success Specialist completes the post-sales lifecycle for all IFA accounts serving as the advocate for each customer. You will work collaboratively with technology, analytics, service, and other MoneyGuide stakeholders to ensure we are delivering world-class service and creating raving fans.
Job Responsibilities:
- Serve as the implementation expert for new users. Assist with onboarding, creating user ID’s, integration set-ups, customizations, and post-sale support.
- Increase adoption with new and at-risk users through consultative support that aligns with the client’s business goals.
- Collaborate with other MoneyGuide departments to ensure timely execution of tasks, including onboarding, training, implementation, and renewals.
- Proactively engage users to ensure that new & key features of MoneyGuide product offerings are being leveraged.
- Coordinate advisor training calls with the Training Team or Support by Appointment Team.
- Implement and maintain consistent communication strategies to ensure excellent licensed user experience.
- Ensure the retention of MoneyGuide licensed users and meet retention & renewal goals.
- Maintain accurate and up to date SalesForce activity.
- Serve as the trusted point of contact for MoneyGuide users and key partners within the firm.
- Provide support to Account Managers as needed to drive sales activity.
- Support the enterprise sales team with reporting, contract details, and day to day enterprise communications.
- Communicate with clients for terms of service, W-9’s, NDA’s and other information security needs.
- Maintain in-depth knowledge of MoneyGuide products as well as internal systems.
- 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 (degree in in Mathematics, Finance, Statistics, or Economics preferred)
- Experience, interest, and aptitude in technology, specifically software development
- 3-5 years of experience in the financial services/financial planning industry, especially with MoneyGuide products
- Must enjoy working in a team environment with frequent customer contact
- Excellent communication and interpersonal skills
- Strong attention to detail and organizational skills
- Demonstrated skills in solving problems and responsibility for ensuring customer satisfaction.
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.
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).
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