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.
Job Responsibilities :
- Act as a Subject Matter Expert both internally and externally on platform functionality
- Provide support and training to clients on how to effectively use Envestnet in their practices via inbound phone calls
- Demonstrate outstanding advisor support through proven service techniques
- Ensure accuracy of internal knowledge sharing application (One Note)
- Provide support and training to clients, specializing in helping advisors with website navigation of the Envestnet platform, and Operational Support for our RIA clients.
- 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.
Required Qualifications :
- Bachelor’s degree in business, finance or related field of study
- Exemplary customer service 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 :
- Bachelor’s degree in business, finance, or related field of study
- 1-3 years of experience in the financial services area in a client facing role
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