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Description
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, PA or Raleigh, NC office.
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 :
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 :
Required Qualifications :
Preferred 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 :
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
Last updated : 2024-05-23
Full Time
Insurance
$57k-75k (estimate)
04/01/2024
08/23/2024
envestnet.com
CHICAGO, IL
3,000 - 7,500
2015
BABU SLVADASAN
$500M - $1B
Insurance
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ced analytics into the hearts of their organizations. Whether we are implementing the latest technologies or data science models, our approach is transparent and aimed at helping, educating and motivating our stakeholders in the c-suite, the analytics department, the IT department and other business units. AWS Advanced Consulting Partner We are an Amazon Web Services (AWS) Advanced Consulting Partner with the experience to design, architect, build, migrate and manage workloads and applications on AWS. Weve been implementing AWS as the foundational technology for analytics platforms since 2010. Our team has built AWS-anchored platforms in retail, health care, transportation and other business areas to help transition legacy enterprises from traditional business practices to making decisions from insights based on hard data and advanced analytics. Solutions & Services: - Agile Analytics Development Lifecycle - Analytics Platform Development - Data Engineering & Data Science - Strategic Talent Planning & Management - Data and Analytics Governance - Framework for measuring ROI - Training: Technical, Process & Methodologies - Analytics Organization Strategy
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The job skills required for Client advisor include Client Service, Customer Service, Attention to Detail, Organizational Skills, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client advisor positions, which can be used as a reference in future career path planning. As a Client advisor, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client advisor. You can explore the career advancement for a Client advisor below and select your interested title to get hiring information.
If you are interested in becoming a Client Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Advisor for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Advisor job description and responsibilities
Attend all renewal strategy and budget meetings and prepare renewal proposals for all clients.
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Advisors do meeting with prospective new clients to earn the right to give them advice.
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Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors.
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Review bonds wordings and provide clear verbal and written guidance to clients regarding the suitability of the bond wording submitted.
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Ability to build relationships with client teams and key stakeholders.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Advisor jobs
A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.
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Typically, clients meet with financial advisors once or twice quarterly though this depends on the advisor.
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Financial advisors need client relationship skills to attract new clients and retain the clients they already have.
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Providing excellent customer service and developed long-standing client relationships with repeat business.
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Client advisots must be excellent communicators capable of leading a team.
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Step 3: View the best colleges and universities for Client Advisor.