Client Relationship Specialist

Company: Yodlee Inc
Location: Boston
Posted on: October 31, 2024

Job Description:

Envestnet is seeking a passionate and talented Client Relationship Specialist to join our Revenue Manager team. This is a hybrid role, with in-office work required at Boston, MA office location.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.Job Summary:The Client Relationship Specialist oversees and nurtures relationships with our smaller clients in the Revenue Manager division. The Client Relationship Specialist is responsible for ensuring client satisfaction, addressing any concerns, and delivering exceptional service to maintain and enhance client relationships. By effectively managing these accounts, the Client Relationship Specialist supports renewal efforts and leverages satisfied clients as references for potential new business opportunities.Job Responsibilities:

• Collaborate closely with Director of Operations to delineate and execute projects according to assigned priority and the present/future requirements of the team directly involved.
• Function as a group leader and ensure that all client tickets are being actioned on by Client Service Analysts; and be a point of contact for escalations.
• Act as a subject matter expert for Revenue Manager, aiding in the delivery of innovative and unconventional solutions to both internal and external clients, surpassing expectations with simplicity and effectiveness.
• Able to efficiently uncover specific client needs while de-escalating negative client scenarios and impacts.
• Effectively communicate with clients about intricate issues and solutions in a professional and positive manner.
• Ability to identify and escalate issues using established protocols and contribute to refining internal processes.
• Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
• As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.Required Qualifications:
• 3 - 5 years in a financial services atmosphere.
• Bachelor's degree in finance, accounting, or related field a plus.
• Deep understanding of the asset management industry.
• Experience in some technologies, such as: SQL, Accounting Systems, APIs, MoveIt, Excel, JIRA, Confluence.
• Proficiency in Microsoft Office programs required.
• Focused on teamwork and ability to coach others.
• Exceptional leadership qualities.
• Highly organized with an eye on continuous improvement.About Us:Envestnet is a leading independent provider of technology-enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back-office needs while leveraging our platform to grow their businesses and expand client relationships.We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.Why Choose Envestnet:
• Be a member of a leading financial services and products innovation company.
• Competitive Compensation/Total Reward Packages that include:

• Health Benefits (Health/Dental/Vision).
• Paid Time Off (PTO) & Volunteer Time Off (VTO).
• 401K - Company Match.
• Annual Bonus Incentives.
• Parental Stipend.
• Tuition Reimbursement.
• Student Debt Program.
• Charitable Match.
• Wellness Program.
• Work on global projects with diverse, energetic, team members who respect each other and celebrate differences.Envestnet is an Equal Opportunity Employer.Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).#LI-RT1
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Keywords: Yodlee Inc, Newton , Client Relationship Specialist, Other , Boston, Massachusetts