Client Services Specialist
Envestnet | |
paid time off, tuition reimbursement, 401(k) | |
United States, Virginia, Powhatan | |
April 26, 2024 | |
Description
Envestnet is seeking a passionate and talented MoneyGuide Client Service Specialist to join our Client Service Department 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: As a MoneyGuide Client Service Team Member, you will be the front-line support for our users. You will be expected to address financial and technical questions for a complex software package. We are looking for independent go-getters who can maintain an upbeat attitude and always have an eye on improvement. Job Responsibilities:
Required Qualifications:
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|MoneyGuide:
Salary: The annual base salary range for this position is $45,000 to $65,000. Envestnet is an Equal Opportunity Employer. Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). #LI-RT1 |