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AVP Client Support Envestnet Asset Management
DescriptionEnvestnet Asset Management, 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: AVP Client Support
LOCATION: Seattle, WA
The Associate Vice President of Client Support leads a team of dedicated client support professionals that provide responsive and reliable technical support for our CRM product to our clients, allowing them to be successful and satisfied with our products and services.
RESPONSIBILITIES:
? Monitor and predict support demand and ensure capacity meets demand
? Motivate and mentor team of support professionals to ensure client satisfaction
? Develop and coach performance of team members through 1:1 and team meetings
? Partner with VP of Client Support to determine departmental goals and future operations
? Ensure team adheres to established controls and procedures, such as logging all customer interaction and the time spent
? Become escalation point of contact for product issues arising in support
? Communicate product problems and client suggestions to Product Management in an actionable way
? Partner with other departmental managers to develop internal best practices and ensure consistency across the organization
? Respond to production issues as they arise and partner with Development and Product Management to address such items
? Available after hours for production related items
? Attend client facing events, promote and support Tamarac in a professional manner.
QUALIFICATIONS:
? Bachelor?s Degree (Finance, Financial Planning, or Accounting degree preferred) or equivalent
? 2+ years' experience in a service or operations role in a financial advisory or wealth management environment
? 2+ years? experience in a supervisory or managerial role
? Demonstrated successful people and project management skill
? Experience working with or supporting financial advisory applications, such as trading, portfolio management, or CRM software.
? Working knowledge of Microsoft Office products.
? Ability and willingness to work in a fast-paced, mission-critical environment with rapidly changing priorities.
? Change Agent, creative, innovative and focused on continuous improvements.
? Experience with CRM tools a plus
EQUAL EMPLOYMENT OPPORTUNITY
Envestnet Asset Management 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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Envestnet Asset Management
Investors: Cross Atlantic Capital PartnersAll Jobs: at Envestnet Asset Management
| Web Site: | www.envestnet.com |
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| Headquarters: | 35 East Wacker Drive Suite 1600 Chicago, IL 60601 United States |
| Industry: | Financial Services |
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