
Institutional Client Support Specialist | Trade & Portfolio Ops
Envestnet, Berwyn, PA, United States
A financial technology company is seeking an Institutional Client Support Specialist in Berwyn, PA. This hybrid role involves managing client relationships and resolving operational issues. The ideal candidate has 1-3 years of experience, proficiency in operational processes, and strong communication and analytical skills. The role requires adherence to compliance and risk management practices. Competitive compensation including health benefits and bonuses is offered.
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