Envestnet · 23 hours ago
Client Service Associate - Advisor
Raleigh, NC
Full-time
Hybrid
Entry Level
1+ years expEnvestnet is a leading independent provider of technology-enabled investment and practice management solutions to financial advisors. The Client Service Associate – Advisor will deliver consultation and support to financial advisors through inbound calls, ensuring high customer satisfaction and acting as a Subject Matter Expert on platform functionality.
Financial ServicesFinTechWealth Management
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
Qualification
Required
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
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
Benefits
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
Company
Envestnet
Envestnet provides integrated technology, intelligent data, and wealth solutions to registered investment advisors, banks, and dealers.
1001-5000 employees
H1B Sponsorship
Envestnet has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (21)
2024 (38)
2023 (29)
2022 (40)
2021 (49)
2020 (27)
Funding
Current Stage
Public CompanyTotal Funding
$1.42BKey Investors
Impactive CapitalBlackRockKeystone Capital
2024-07-11Acquired
2022-11-15Post Ipo Debt· $575M
2022-03-31Post Ipo Equity· $289.4M
Leadership Team
Chris Todd
Chief Executive Officer
Brandon Thomas
Co-Founder & Chief Information Officer
Recent News
2026-01-11
2026-01-08
Company data provided by crunchbase