Envestnet · 1 day ago
Technical Support Specialist
Berwyn, PA
Full-time
Hybrid
Mid Level
4+ years expEnvestnet is a leading financial technology company transforming the delivery of financial advice through innovative solutions. They are seeking a Technical Support Specialist to join their IT team, responsible for troubleshooting and providing hands-on assistance for hardware and software issues, while enhancing user experience and collaborating with various teams.
Financial ServicesFinTechWealth Management
Responsibilities
Lead Berwyn-based L2 initiatives, involving the L1 Global Service Desk as necessary. Participate in project teams tasked with executing changes
Collaborate with Security Operations to enhance both security posture and end-user experience
Act as a technical escalation point for Level 1 technicians, addressing troubleshooting, process, and procedural queries
Maintain an inventory of all equipment and software licenses, and work with system administrators and engineering teams on projects and problem resolution as needed
Manage the onboarding process of new users and create documentation for processes and procedures in the Service Desk on Jira/Confluence
Generate ad hoc reports for management, including details from Absolute Software, Active Directory, ticket information, and more
Oversee the Autopilot image process, ensuring it aligns with organizational standards and end-user specifications
Perform remote and onsite troubleshooting of hardware, software, and networking issues for a range of clients
Provide Level 2 tech support at the desktop level, including installing and upgrading software, installing hardware, configuring systems and applications, and troubleshooting both end-user devices and environmental factors such as WiFi
Follow the documented escalation process for Level 3 (Solutions) or management assistance. Respond to queries in person, over the phone, by email, or via a remote desktop tool
Train users on new company-provided applications and assist with problem-solving for supported applications. Suggest training ideas based on interactions from resolving support requests
Participate in patching and upgrade testing within Intune/EUC admins and document internal procedures
Follow up with customers to ensure issues are resolved and be available for night and weekend support during critical periods
Provide AV support for executive presentations and maintain conference room equipment. Additional or different functions may be assigned as needed
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 technology or related subject, or equivalent combination of education and work experience
4+ years of experience as a computer support specialist
Strong aptitude in Windows and MAC OS repairs, spyware and virus removal, hardware, upgrades and troubleshooting
Strong interpersonal, customer service skills
Knowledge of methodology to run computer systems and to troubleshoot computer equipment malfunctions
Ability to communicate problems with different technical and non-technical groups
Must maintain confidentiality
Preferred
Jira Service Desk experience preferred
Prior experience with Intune or Autopilot endpoints preferred
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.
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