Envestnet is seeking a Senior Client Service Analyst - Key Accounts to join our Service department. This is a hybrid role, with in-office work required at our Boston, MA office location.
Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.
Envestnet’s Strategy:
Leverage our scale and efficiencies to serve our clients’ needs comprehensively
Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
For more information, please visit www.envestnet.com.
Job Summary:
The Senior Client Service Analyst/Key Accounts Analyst has excelled at all the CSA's core responsibilities. In addition, they've demonstrated expert understanding and functional knowledge of Revenue Manager. They are highly competent in training, escalations, project management, and customer service. They leverage a best practice consultive approach to solution complex issues for Revenue Manager customers. The Senior Client Service Analyst/Key Account Analyst had demonstrated abilities to work with limited supervision.
Job Responsibilities:
Expert understanding of logic and functional knowledge of all products
Assist CSAs with escalations, provide additional training, and ensure that client expectations are being properly met by CSAs
Assist in training new hires
Communicate effectively with other teams, especially development, product management, and hosted operations
Participate and provide input regarding product and program information, supportability issues, and strategic product plans where appropriate
Always act in a professional demeanor, and as a role model for CSAs
Expert proficiency with using Revenue Manager, and additional third party applications
Understanding of cross team functions, and ability to manage customer issues reaching across multiple teams and services
Able to triage customer reported defects and work with manager and development team to log defects and follow up on a timely resolution
Ability to troubleshoot complex issues; uncover the root cause of an issue
Provide escalation assistance to CSAs and escalate to manager or development as appropriate
Provide insights to management on process improvements
Actively pursue new projects as needed
Demonstrate advanced proficiency in financial industry terminology and subject matter.
Able to act as mentor to new CSAs
Able to work with limited supervision, escalating issues as needed
Able to Complete Advanced Projects or team projects, as needed, to expand client support offerings
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:
College degree (finance, financial planning, accounting preferred)
Demonstrate all elements of CSA with exceptional proficiency
Focused on teamwork and ability to coach others
Must work well in a team environment and present in a professional demeanor
Broad understanding of the Asset Management industry; ability to explain the benefits of the Revenue Manager platform
Experience using SQL, including script execution & development required
Experience in industry performance calculations
Envestnet:
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
Envestnet is an Equal Opportunity Employer.
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