Signature Services Representative Envestnet Asset Management
THIS JOB HAS EXPIRED DescriptionPOSITION: Signature Services Representative
?Develop and maintain client service relationships with Envestnet?s largest RIA clients
?Manage inquiries from advisors regarding Envestnet?s services
?Field requests from internal groups regarding client accounts
?Coordinate with various internal groups to solve complex billing & reporting problems for advisors.
?Enter trade, cashiering and other operational requests on the behalf of advisors
?Train advisors on our website functionality and operational procedures
?More than 3 years of client service experience in the Financial Services industry.
?Excellent telephone manner and communication skills
?Good problem solving ability
?Ability to prioritize and maintain multiple client requests
?Well-developed organizational skills and attention to detail
?Series 7 or 65 preferred.
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.
||35 East Wacker Drive |
Chicago, IL 60601
THIS JOB HAS EXPIRED