Operations Specialist at Envestnet

Sun, 2017-12-03 14:27 -- Anonymous (not verified)

Employer: Envestnet

Expires: 12/14/2017

Envestnet, 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.We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company. NOTE: This position is suited for an individual with less than 2 years of financial services operations experience. It is not a mid-or senior level position.The candidate will interact with internal Envestnet teams as well as external parties such as custodians and broker/dealers in order to ensure accurate workflows are accomplished for the success of our clients. This position allows for full use of the platform to ensure a complete understanding of all operational functions within the firm. The candidate will establish and maintain strong and collaborative operational relationships with key contacts in the financial industry to foster a cooperative environment for the resolution of problems and/or errors.Essential Job Functions:New accounts establishment Account administration Service request management Issue resolution Participates in root cause analyses to correct and/or prevent deviations in processes and workflows Participates in and manages special projects as assigned by supervisor or manager. RequirementsHighly organized, with strong attention to detail Ability to work under pressure Ability to critically analyze information and make recommendations Ability to adjust to changing priorities Ability to 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 Ability to communicate effectively with others in a concise, productive and professional manner - both verbally and in writing Must have strong math skills Proficient with Microsoft Word and Excel Finance-related degree or equivalent work experience preferred Envestnet is an Equal Opportunity Employer.

Department of Economics

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