Operations Associate Envestnet Asset Management
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: Operations Associate
LOCATION: Raleigh, NC
The Operations Associate is responsible for maintaining portfolio accounting systems for multiple financial advisory firms, managing client requests, troubleshooting performance calculations, maintaining positive and professional relationships with clients, documenting and providing feedback from clients to the product management and development teams, ensuring the accuracy of client data and other duties as assigned.
? Establish and maintain positive and professional relationship with clients
? Become highly proficient with using Portfolio Center, Tamarac Advisor and Advisor View
?Manage technical service requests and ensure timely resolution of customer issues, escalating when necessary
? Reconcile client portfolios against custody statements
? Resolve variances in a timely manner
? Assist in the automation of the reconciliation process
? Trade Posting
? Security Maintenance
? Performance calculations and reporting
? Corporate Actions
? New Accounts
? Custodian Interface
? Broker Interface
? Maintain written procedures
? Maintain client records and files
? Client interaction/Client servicing
? Internal and external Reporting
? College Degree (Finance, Financial Planning, or Accounting degree preferred)
? Experience in a financial services atmosphere, specifically the registered advisory, brokerage or financial services industry a plus
? Proficiency in Microsoft Office programs required. Familiarity with Portfolio Center, Advent or other accounting software a plus
? Ability to work independently under tight deadlines
? Strong interpersonal, verbal and written communication skills
? Exceptional organizational skills with a keen attention to detail
? Self-starter with strong leadership skills
? Ability to act as a fiduciary for our customers. Must be flexible, reliable, trustworthy, and absolutely confidential with all matters
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.
||Raleigh, NC |