Manager Support Associate

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use

• for any list of duties/requirements/benefits, and

  for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Preserve all substantive info; remove boilerplate (cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions). Include a section ONLY when posting has real, specific content for it — never emit heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless posting actually states them. We need to parse the posting. Key parts: - Job Location: "The primary work location for this role is Berwyn, PA with a hybrid work model." This is location info; could be placed in a short

  maybe under a generic heading? There's no heading for location; we could embed in a paragraph after maybe an

  About the role? But we need to decide sections. We have sections: About Envestnet (company description), The Team You’ll Join, How You’ll Contribute (responsibilities), What You’ll Need to Bring (requirements/qualifications), Nice-to-Haves, Why You’ll Enjoy Working at Envestnet (benefits/culture), Sponsorship (visa sponsorship note), Our Investment in You (pay range, benefits details), Our Commitment to Inclusion & Belonging (EEO - remove), Recruitment Fraud (remove). Also "Job Location" maybe a short paragraph. We need to map to allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can combine some. - About the role: could include job location and maybe brief overview? The posting has "About Envestnet" (company) and "The Team You’ll Join". Could be considered "About the role". We'll create

  About the role

  with paragraphs covering location, company description, team. - Responsibilities: from "How You’ll Contribute" and the bullet list of duties. We'll make

  Responsibilities

  with
  • items. - Requirements/Qualifications: from "What You’ll Need to Bring" (Bachelor's degree, experience, etc.) plus maybe "Nice-to-Haves". Could separate Requirements and Nice-to-Haves as Qualifications? But we have headings Requirements, Qualifications, Skills. We could put mandatory requirements under Requirements, nice-to-haves under Qualifications or Skills. However we need to avoid thin sections. Perhaps combine Requirements and Qualifications into one section? But we have separate headings allowed; we can use both if we have content. We have: Bachelor’s degree in finance or equivalent work experience required. Experience in Client Service. Must have working knowledge of the securities industry, various types of investment vehicles, and trading methods. Understanding of quality control methods is a necessity. Must possess strong attention to detail and demonstrate the ability to work under pressure. Ability to prioritize pending inquiries and handle the most time sensitive prior to others without the same level of necessity. Demonstrate skills to critically analyze information and make recommendations. Demonstrate ability to be able 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. Working knowledge of Microsoft Office suite of tools; Excel proficiency required. Nice-to-Haves: At least 2 years of experience in the financial services or related industry. We could put mandatory under Requirements, nice-to-haves under Qualifications (or Skills). Also we have skills: Microsoft Office, Excel proficiency. We could create:

    Requirements

    with
    for mandatory items.

    Qualifications

    with
    for nice-to-haves and maybe skills. But we also have Skills heading; we could put Microsoft Office/Excel under Skills. Better: Requirements (education, experience, knowledge), Qualifications (nice-to-haves), Skills (technical). However we must avoid thin sections; each should have substantive content. Let's list mandatory items as bullet points. Nice-to-haves: At least 2 years of experience in the financial services or related industry. Skills: Working knowledge of Microsoft Office suite; Excel proficiency required. We could also include "Ability to prioritize..." etc as skills but they are more competencies; could go under Requirements. We'll decide: - Requirements: education, client service experience, securities industry knowledge, quality control understanding, attention to detail, ability to work under pressure, prioritization, critical analysis, adaptability, teamwork, professionalism, diplomacy. - Qualifications: nice-to-haves (2+ years financial services). - Skills: Microsoft Office proficiency, Excel. Now Benefits: The posting includes "Our Investment in You" which mentions base salary range, incentive component, benefits suite (medical insurance, PTO, 401k company match, paid parental leave, education reimbursement, disability coverage, mental health & wellness support). Also "Why You’ll Enjoy Working at Envestnet" mentions flexibility, performance rewards, development, impact. We have headings Benefits, Pay, Schedule. We have Pay info: base salary range $48,500 to $60,600. Also mention incentive component. So we need a Pay section. Benefits: medical insurance, PTO, 401k company match, paid parental leave, education reimbursement, disability coverage, mental health & wellness support. Schedule: The posting mentions hybrid work model (primary work location Berwyn, PA with hybrid work model). That's schedule info? Could be considered schedule (hybrid). Also maybe no explicit schedule like full-time, but we can infer hybrid work model as schedule. The instruction: never create Pay/Schedule/Benefits sections unless posting actually states them. We have hybrid work model stated, so we can create Schedule section with that. We must not include boilerplate like EEO, recruitment fraud, sponsorship note? Sponsorship: "This position is not open to candidates requiring visa sponsorship". That's substantive info about sponsorship; but we don't have a heading for sponsorship; we could fold into a short paragraph maybe under Requirements or a general note. The instruction: do NOT put Job ID/requisition numbers as headings — fold minor metadata into a short

    or drop it. Sponsorship is not minor metadata? It's a condition; we could include in a paragraph under Requirements or maybe under a generic "Additional Information". But we don't have a heading for that; we could just add a

    after Requirements maybe. We must remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. So remove "Our Commitment to Inclusion & Belonging" and "Recruitment Fraud". Also remove "Sponsorship This position is not open to candidates requiring visa sponsorship"? That's not boilerplate; it's a specific condition. We'll keep it. Also remove duplicated lines. Now produce HTML fragment. Structure:

    About the role

    The primary work location for this role is Berwyn, PA with a hybrid work model.

    Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.

    You’ll join the Manager Services team, a collaborative group dedicated to supporting Asset Managers in effectively navigating Envestnet’s technology and operational processes. The team serves as a trusted resource for the Manager Console, providing platform guidance, training, and responsive support related to model portfolio maintenance, trading activities, service requests, and evolving functionality. Working closely with teams across Operations, Compliance, and Technology, you’ll help resolve issues, improve workflows, and ensure portfolios and processes meet operational standards.

    Responsibilities

    • Serves as a primary point of contact for clients, ensuring timely, accurate and professional resolution of questions related to the company’s technology platforms and investment solutions.
    • Supports advisors, home offices and institutional clients by troubleshooting issues, guiding users through workflows and coordinating with internal product, operations and engineering teams to deliver effective solutions.
    • Gains familiarity with Client Service Support concepts, practices and methodologies.
    • With guidance performs a variety of client support duties, including:
      • Serving as a first point of contact for clients, responding to basic service inquiries by phone, email or case management systems
      • Assisting with account setup, maintenance and updates
      • Researching and resolving routine account, billing and platform usage issues
      • Coordinating with internal teams, such as operations, compliance and technology to ensure timely issue resolution
      • Documenting client expectations, actions taken and issue resolution status
      • Learns and follows regulatory, security and data privacy requirements
      • Learns and gains expertise in Envestnet products, workflows and policies to provide clear and consistent client guidance
      • Meets service level agreement standards for response time and quality expectations
      • Assists with special projects as assigned
    • Provide training, demonstrations, and support related to the Envestnet platform (Manager Console) utilized by Asset Managers to complete Service Request tasks, edit and maintain Model portfolios, trade accounts, and other functionality as the platform is enhanced.
    • Act as a Subject Matter Expert on all aspects of Manager Console, responding to Asset Manager questions about platform use via email and phone.
    • Represent Manager Services and Operational interests during Business Partner Acceptance Committee (BPAC) meetings to ensure portfolios are not approved for the platform when operationally not acceptable.
    • Coordinate the correction process for trade errors caused by Asset Managers and participate in root cause analysis to correct and prevent deviations in processes and workflows.
    But note we have nested list inside a li; that's okay but we need to ensure proper HTML. Could flatten: maybe just list each duty as separate li without nesting. Simpler: we can list each duty as separate li. Let's extract duties from the paragraph: "Serving as a first point of contact for clients, responding to basic service inquiries by phone, email or case management systems", "Assisting with account setup, maintenance and updates", "Researching and resolving routine account, billing and platform usage issues", "Coordinating with internal teams, such as operations, compliance and technology to ensure timely issue resolution", "Documenting client expectations, actions taken and issue resolution status", "Learns and follows regulatory, security and data privacy requirements", "Learns and gains expertise in Envestnet products, workflows and policies to provide clear and consistent client guidance", "Meets service level agreement standards for response time and quality expectations", "Assists with special projects as assigned". Also earlier bullet points: "Serves as a primary point of contact for clients, ensuring timely, accurate and professional resolution of questions related to the company’s technology platforms and investment solutions." etc. We'll combine. We'll produce a flat list. Now Requirements section:

    Requirements

    • Bachelor’s degree in finance or equivalent work experience required.
    • Experience in Client Service.
    • Working knowledge of the securities industry, various types of investment vehicles, and trading methods.
    • Understanding of quality control methods is a necessity.
    • Strong attention to detail and ability to work under pressure.
    • Ability to prioritize pending inquiries and handle the most time‑sensitive items first.
    • Skills to critically analyze information and make