It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
Job Description Summary:
Envestnet is a leading independent provider of technology-enabled, web-based investment solutions and services to financial advisors. Our mission is to help investors achieve their financial goals, by providing financial advisors the access, tools, and support they need to deliver excellence in wealth management.
The Envestnet Summer Internship is a full-time internship program designed for qualified college students to gain hands on experience within the Envestnet "location" Office. Interns will work alongside various department experts and collaborate with fellow Envestnet interns on a project presented to leaders in the company.
The Summer Internship program will run from June 2, 2021 through August 6, 2021.
Job Description:
The Data Associate is responsible for maintaining portfolio accounting systems for multiple financial advisory firms, managing client requests, troubleshooting performance calculations, and ensuring the accuracy and confidentiality of client data, along with any other duties as assigned.
Knowledge, Skills, & Abilities
- Ensure the accuracy of client data through daily audits
- Collaborate with US team and PCR team members to ensure consistent quality and delivery of data
- Establish and maintain positive and professional relationship with clients
- Manage technical service requests and ensure timely resolution of customer issues, escalating when necessary
- Document client inquiries and reported problems in Zendesk
- Maintain client SOPs
- Set appropriate expectations with clients regarding support questions or reported issues, and ensure the expectations are met
- Document reported problems and provide feedback to Tamarac’s product and development teams
- Partner with Data Specialists (DS)/Senior Data Specialists (SDS) & PCR team on ad-hoc projects
- Grow and maintain proficiency in performance calculations, reporting, data reconciliation, portfolio accounting and any other product or tool directly related to the position’s
Education/Experience
- Experience in service and support
- Strong customer service and problem solving skills
- Detail oriented
- Exceptional organizational skills
- Experience using Excel preferred
- SQL experience a plus
- Knowledge, Skills, & Abilities
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
Top Skills
What We Do
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). 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. Nearly 108,000 advisors and more than 6,000 companies including: 17 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of FinTech companies, leverage Envestnet technology and services that help drive better outcomes for enterprises, advisors and their clients.
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