Description
Job Location
The primary work location for this role is either Berwyn, Raleigh, or our Powhatan office with a hybrid work model.
About Envestnet
Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.
For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.
The Team You’ll Join
You will join the MoneyGuide Client Services team at Envestnet, a group dedicated to supporting one of the industry’s leading financial planning solutions. This team partners closely with financial advisors, internal product teams, and operations to ensure a seamless client experience across the MoneyGuide platform.
You’ll be part of a collaborative, service-oriented team focused on delivering timely, accurate, and high-quality support to advisors using MoneyGuide. The team plays a critical role in helping advisors leverage financial planning tools effectively to drive better client outcomes.
How You’ll Contribute
The Client Service Associate - MoneyGuide 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.
-
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.
What You’ll Need to Bring
-
1-3 years of experience in the financial services area in a client facing role
-
Exemplary customer service and interpersonal skills
-
Positive attitude and ambition to help others
-
Strong aptitude for technology
-
Ability to work both independently and collaboratively, and have a desire to be part of a cohesive team
-
Financial Paraplanner Qualified Professional (FPQP®) designation or ability to obtain upon employment
Nice-to-Haves
-
Bachelor’s degree in business, finance or related field of study
-
Financial planning industry related education or certification
-
Experience using MoneyGuidePro
Why You’ll Enjoy Working at Envestnet
Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.
We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.
The opportunity is now!
Sponsorship
This position is not open to candidates requiring visa sponsorship
Our Investment in You
At Envestnet, our total rewards philosophy is designed to attract, motivate, and grow exceptional talent. We offer competitive, market-aligned compensation complemented with performance-linked incentives and rewards programs that recognize and reward impact.
We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.
Our Commitment to Inclusion & Belonging
Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.
We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at [email protected]. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.
Recruitment Fraud
At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.
#LI-LM1
