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.
• Aid in establishing and maintaining a positive and professional relationship with clients.
• Aid 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.
• Positive attitude and ambition to help others.
• 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

• Excellent communication and problem-solving skills.
• Strong organizational and time management skills.
• Ability to work in a fast-paced, dynamic environment.
• Knowledge of financial planning software and systems.

Benefits

At Envestnet, we offer a comprehensive suite of benefits including:

• Medical insurance
• Paid time off (PTO)
• 401(k) company match
• Paid parental leave
• Education reimbursement
• Disability coverage
• Mental health & wellness support

Pay

Compensation is competitive and commensurate with experience.

Schedule

This role offers a hybrid work schedule.