Vantage Support Specialist Envestnet Asset Management
POSITION: Vantage Support Specialist
DEPARTMENT: Institutional Client Services (ICS)
Provides optimal day-to-day operational support for data aggregation providers (including ByAllAccounts, DST, DTCC, and DAZL) to internal Envestnet departments, and external advisors and firms.
Serves as the Vantage resource for onboarding and conversion of new firms to the Envestnet platform. In this role, works closely with the internal cross-functional project team and firm representatives to manage data aggregation provider setup and/or conversion.
Monitors and reviews ByAllAccounts daily data downloads for assigned channels/firms to address issues and assist advisors in troubleshooting errors.
Works with ByAllAccounts directly on behalf of advisors and firms with BAA accounts on the platform. Opens cases for issues that cannot be resolved, and provides supporting documentation if required.
Directly works with other Data Aggregation providers to facilitate problem resolution and improve efficiencies and current processes.
Establishes and maintains strong and cooperative relationships with Envestnet client service teams to foster a cooperative environment for the resolution of problems and/or errors.
Provides support for internal groups managing the Vantage program. Support includes and is not limited to: research and resolution on account level issues involving data aggregation providers.
Helps facilitate best practice process management with various operational and administrative areas of the organization, including making suggestions for improved client service, quality control, and risk management procedures.
Daily monitoring Vantage Support Group Email Box.
Bachelor?s degree or equivalent work experience preferred.
5-7 years of experience in the financial services or related industry.
Overall understanding of the work environment and operational processes.
Must be self-motivated and work well independently, sometimes with minimum instruction.
Must have working knowledge of the securities industry, of various types of investment vehicles, and trading methods.
Must have a functional understanding of General Securities rules as well as Financial Industry Regulations and terminology.
Must have a precise understanding into Operations within the Financial Services Industry.
Understands the terminology and processing requirements within the Investment and Financial Services Industry.
Must be highly organized, possess strong attention to detail, and demonstrate the ability to work under pressure and adjust to changing priorities.
Ability to critically analyze information and make sound recommendations.
Ability to adjust to changing priorities.
Work as a member of a team with collaborative decision making.
Must demonstrate professionalism and diplomacy and be able to work with a variety of personalities.
Strong information-gathering and troubleshooting skills.
Ability to communicate with others in a concise, productive and professional manner ? both verbally and in writing.
Must have strong math skills.
Proficient with Microsoft Word and Excel.
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.
||Boston, MA |