Client Service Associate - Advisor
Posted on: May 26, 2023
Envestnet is seeking a passionate and talented Client Service Associate - Advisor to join our Service - Advisor team. This position is expected to report to our Berwyn or Raleigh office on a hybrid schedule.
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.
We are looking for Client Service Associate - Advisor to deliver consultation and support to financial advisors through inbound calls. They will act as a Subject Matter Expert both internally and externally on platform functionality. This position is essential to ensuring the highest level of customer satisfaction through a strong sense of client advocacy when resolving issues and differentiated by a consultative approach.
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:
The annual base salary range for this position is $44,000 to $66,000.
Envestnet is an Equal Opportunity Employer.
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).
Keywords: Envestnet, Raleigh , Client Service Associate - Advisor, Other , Raleigh, North Carolina
here to apply!