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Account Coordinator Envestnet Asset Management
THIS JOB HAS EXPIRED
DescriptionEnvestnet, Inc. (NYSE:ENV) 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. Envestnet is headquartered in Chicago.We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
Currently we are seeking candidates who have an enthusiasm and commitment to provide a "Best in Class" client service experience to our Financial Advisors.
POSITION: Account Coordinator
LOCATION: Seattle, WA
The Account Coordinator will support client accounts for the full life cycle of their contracts.
RESPONSIBILITIES:
?Closely maintain the Account Management email inbox and ensure all emails are addressed and responded to in a timely manner.
?Schedule the welcome call for new clients and send new client information packet.
?Setup new users across all products.
?Support Marketing in preparation for the annual User Conference as needed.
?Register existing clients for Tamarac University sessions.
?Setup new enterprises across all products.
?Setup FTP site for all clients and communicate access information.
?Escalate client issues appropriately.
?Update/maintain client records in CRM
QUALIFICATIONS:
?1 year experience in a financial services atmosphere, specifically the registered advisory, brokerage or financial services industry
?Ability to deliver quality service and problem solving skills remotely to clients and communicate complicated concepts in a concise and articulate way
?Experience in account management or service and support
?Ability to pick up new technology quickly
?Strong verbal and written communication skills
?Detail oriented and excellent multi-tasking skills
?Exceptional interpersonal and organizational skills
?Must work well in a team environment and present a professional demeanor
?Must be flexible, reliable, trustworthy, and absolutely confidential with all matters
?Intermediate computer skills (i.e. Word, Excel, PowerPoint and Outlook)
?Ability to travel at least 10% of the time.
EQUAL EMPLOYMENT OPPORTUNITY
Envestnet is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
| Location: | Seattle, WA United States |
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THIS JOB HAS EXPIRED
Envestnet Asset Management
Investors: Cross Atlantic Capital PartnersAll Jobs: at Envestnet Asset Management
| Web Site: | www.envestnet.com |
|---|---|
| Headquarters: | 35 East Wacker Drive Suite 1600 Chicago, IL 60601 United States |
| Industry: | Financial Services |
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