Client Services Specialist
Powhatan, VA  / Chicago, IL 
Posted 5 days ago
Job 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:

  • Creating and delivering advanced-planning techniques within the software.
  • Interpreting, prioritizing, and evaluating incoming questions from users.
  • Communicating effectively via phone and email with advisors, assistants, and enterprise clients.
  • Conducting webinars and in-person training (potential for business travel).
  • Collaborating on internal, team-specific projects involving our sales, legal, technology development, and training teams.
  • Supporting advisors with a positive and upbeat attitude
  • Other duties as assigned.
  • 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:

  • Strong customer service, problem solving, and communication skills (Positive attitude and ambition to help others)
  • Presentation/training skills to conduct group training programs on MoneyGuidePro
  • Strong aptitude for technology
  • Work well independently and collaboratively, and have a desire to be part of a cohesive team
  • Financial Paraplanner Qualified Professional (FPQP) designation or ability to obtain upon employment
  • Financial planning industry related education or certification is preferred

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:

  • Be a member of a leading financial services and products innovation company
  • 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
  • Work on global projects with diverse, energetic, team members who respect each other and celebrate differences.


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).



Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Experience
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