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Envestnet Asset Management Work Values
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Daily Duties at Envestnet Asset Management:
•Training financial advisors to properly facilitate platform •Prospecting potential / existing clients •Troubleshooting and resolving account issues •Responsible for nearly $5 billion in assets •Increased Assets under Advisory Services $1 billion in 6 months •Working knowledge of diverse investments •Following strict financial deadlines, adhering to policy standards
What they like about Envestnet Asset Management:
You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.
Skills
Excel, Interpersonal Skills, Telephone Skills, Verbal Skills, Written Communications Skills, Test Score Analysis & Benchmarking, Microsoft Office , Presentation Skills, Faxing, Filing, Copying , Microsoft Office, Data Entry, Answering Phones, Internet , Business Analysis, Budgeting, Accounting, Mathematical, Logical reasoning, Technology Solutions, Sales Support, Resource Management, Leadership
Information about Envestnet Asset Management
Company Rank: 4.0 out of 5
Average length of employment : 20 years
Average salary of employees: $60,000
These are some of the questions we asked our climbers about their experiences with Envestnet Asset Management:
05| | ||
Were your performance expectations clearly communicated? | 4.0 |
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Were you recognized for meeting or exceeding expectations? | 4.0 |
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Did you feel like your personal contribution was important? | 4.0 |
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Was your career path clearly outlined and discussed? | 3.0 |
03| | ||
I would recommend this as a place of employment. | 3.0 | |
I believe in the purpose of this organization. | 3.0 | |
I would work for this organization again. | 3.0 | |
I feel employees are fairly compensated. | 2.0 |
