Senior Billing Configuration Associate

Senior Billing Configuration Associate

Envestnet is seeking a Senior Billing Configuration Associate to join our Platform Operations department. This is a hybrid role, with in-office work required at our Berwyn, PA office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.

Envestnet's Strategy :

• Deliver the industry-leading wealth management platform, powered by advanced data and insights
• Leverage our scale and efficiencies to serve our clients' needs comprehensively
• Enable financial advisors to deliver more holistic advice reflecting a more complete view of their clients' financial lives, and in a more connected environment

Job Summary :

The Senior Billing Configuration Associate is responsible for processing new firm configurations, existing firm configuration updates, updating accounts and inflight proposals as well as manager fees. The role involves collaboration with internal service teams to streamline processes and uphold efficiency standards. By maintaining attention to detail and fostering effective communication with stakeholders, the Senior Billing Configuration Associate contributes to upholding high standards of accuracy and operational excellence in billing processes.

Job Responsibilities :

Required Qualifications :

Envestnet :

Health Benefits (Health / Dental / Vision)

Envestnet is an Equal Opportunity Employer.