Client Support Specialist

Chicago, IL 60602
United States

Envestnet Retirement Solutions (ERS) provides support for over 80,000 retirement plans with over $ 400 billion in assets. ERS works with financial advisors, investment managers, recordkeepers, TPAs, custodians and other service providers in the retirement space. ERS is majority owned by Envestnet, Inc. Envestnet (ENV) provides unified wealth management software and services to financial advisors and institutions.
The Client Support Specialist will provide technical support to users of the Envestnet Retirement Platform. Users of the platform include external clients as well as internal users. Users of the platform include financial advisors for retirement plans, investment managers, compliance officers, institutional home office administrators and their support staff. The specialist will help investigate the root cause of issues with the platform as reported by the users. Issues could be caused by errors in processing data feeds from multiple sources, errors in the data itself, defects in the code, software and hardware configuration. The specialist will be expected to resolve issues as quickly as possible to minimize the impact on users of the platform.
Essential Job Functions:
Analytic approach to investigate, diagnose and solve complex technical issues in real-time
Answer questions from customers and prospective customers about features and capabilities on the platform
Ability to be a good listener, who can really understand a customer problem to help solve it
Be the firm's expert on the retirement practice technology platform
Ability to write SQL queries
Identify areas for platform improvements through automation
Work with team members and other departments to resolve platform issues
Develop customer facing documentation of our platform on an as-needed basis
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 Experience/Skills:
Bachelors Degree
Proficiency in manipulating SQL-Server profiency
MySQL databases scripting languages, pivot tables and macros in Excel
Knowledge of the Envestnet Retirement Platform
Knowledge of the Rebalancing module on Envestnet's wealth management platform
Envestnet Asset Management, Inc. (NYSE:ENV) 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. Envestnet is headquartered in Chicago.
Envestnet is an Equal Opportunity Employer.
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