Client Service Associate - MoneyGuide

About the role

The primary work location for this role is either Berwyn, Raleigh, or our Powhatan office with a hybrid work model.

Responsibilities

• Supports clients in creating and delivering advanced planning techniques on the MoneyGuide platform.
• Serves as a point of contact for clients via inbound phone calls, chat, and email.
• Ensures high-level customer satisfaction through a strong sense of client advocacy and a consultative approach when resolving issues.
• Leverage knowledge of MoneyGuide technology offerings to provide support and training to clients.
• Collaborates with internal teams to resolve client questions and requests in an accurate and timely manner, escalating when necessary.
• Absolutely ensures accuracy of information provided to advisor through ongoing training, knowledge base articles, and escalating calls.
• Establishes and maintains a positive and professional relationship with clients.
• Assists in setting and managing client expectations for completion of work.

Requirements

• 1-3 years of experience in the financial services area in a client facing role.
• Exemplary customer service and interpersonal skills.
• A positive attitude and ambition to help others.
• A strong aptitude for technology.
• Ability to work both independently and collaboratively, and have a desire to be part of a cohesive team.
• Financial Paraplanner Qualified Professional (FPQP®) designation or ability to obtain upon employment.

Qualifications

• Bachelor’s degree in business, finance or related field of study.
• Financial planning industry related education or certification.
• Experience using MoneyGuidePro.

Skills

• Strong communication and interpersonal skills.
• Ability to work independently and collaboratively.
• Knowledge of financial planning software.

Benefits

At Envestnet, we offer a comprehensive suite of benefits including medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage, and mental health & wellness support.

Pay

Competitive, market-aligned compensation complemented with performance-linked incentives and rewards programs.

Schedule

Hybrid work model with flexible hours.

Envestnet

Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference. We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth.

Why You’ll Enjoy Working at Envestnet

If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.

Our Commitment to Inclusion & Belonging

We are an Equal Opportunity Employer and are committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law.

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