Envestnet · 1 day ago
Client Service Associate - PortfolioCenter
Raleigh, NC
Full-time
Hybrid
New Grad, Entry LevelEnvestnet is a leading financial technology company transforming the delivery of financial advice through connected technology and advanced insights. The Client Service Associate – Portfolio Center will provide client service and support, leveraging product knowledge while interacting with both internal and external clients.
Financial ServicesFinTechWealth Management
Responsibilities
Responsible for daily phone and/or email coverage
Provide support to clients regarding product functionality
Communicate and document Service Request status to advisors on a timely basis
Address and respond to internal inquiries regarding client accounts
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
Qualification
Required
Bachelor's degree in business, finance, or related field of study
Experience with wealth management or investments preferred
Well-developed organizational skills, with attention to detail
Ability to prioritize and maintain multiple client requests
Ability to make decisions and implement solutions based on thorough understanding of the financial industry and the firm's products, policies, and procedures
Commitment to maintain professional demeanor and courtesy
Commitment to provide positive client experience and reinforce the firm's image as a premier financial services provider
Effective and concise verbal and written communicator
Fast learner with the ability to learn new technology, platforms
Tech savvy and proficient in the Microsoft Suite of products including Word, Excel, and Outlook
Preferred
MS SQL expertise
Benefits
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
Company
Envestnet
Envestnet provides integrated technology, intelligent data, and wealth solutions to registered investment advisors, banks, and dealers.
Founded in 1999
1001-5000 employees
H1B Sponsorship
Envestnet has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (21)
2024 (38)
2023 (29)
2022 (40)
2021 (49)
2020 (27)
Funding
Current Stage
Public CompanyTotal Funding
$1.42BKey Investors
Impactive CapitalBlackRockKeystone Capital
2024-07-11Acquired
2022-11-15Post Ipo Debt· $575M
2022-03-31Post Ipo Equity· $289.4M
Leadership Team
Chris Todd
Chief Executive Officer
Brandon Thomas
Co-Founder & Chief Information Officer
Recent News
2026-01-08
2026-01-07
Company data provided by crunchbase