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      Envestnet

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      Client Service Associate Interview

      Apr 30, 2026
      Anonymous Interview Candidate
      Declined offer
      Positive experience
      Easy interview

      Application

      I interviewed at Envestnet

      Interview

      Very professional, detailed oriented and simple breakdown of the position. I enjoyed speaking with the hiring manager as well as a manager from the staff I would have been working with.

      Other Client Service Associate Interview Reviews for Envestnet

      Client Service Associate Interview

      May 5, 2023
      Anonymous employee
      Raleigh, NC
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied through an employee referral. The process took 4 weeks. I interviewed at Envestnet (Raleigh, NC)

      Interview

      Met with HR management first briefly. Then once given the go ahead moved on to panel interview with three managers. Took about an hour for the second interview. Virtual interview due to covid restrictions at the time

      Interview questions [1]

      Question 1

      What interested you in the job?
      Answer question
      1

      Envestnet interviews FAQs

      • Client Service Associate applicants have rated the interview process at Envestnet with 2.5 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 100% positive. To compare, the company-average is 37.6% positive. This is according to Glassdoor user ratings.
      • Candidates applying for Client Service Associate roles take an average of 30 days to get hired, when considering 2 user submitted interviews for this role. To compare, the hiring process at Envestnet overall takes an average of 23 days.
      • Common stages of the interview process at Envestnet as a Client Service Associate according to 2 Glassdoor interviews include:

        Group panel interview:  33%

        Background check:  33%

        One on one interview:  33%

      • Here are the most commonly searched roles for interview reports -

        1. Software Engineer(46) ;
        2. Senior Software Engineer(45) ;
        3. Product Development Engineer(22) ;
        4. Operations Analyst(18) ;
        5. Senior Engineer(16) ;
        6. Business Analyst(14) ;
        7. Associate Lead Engineer(13) ;
        8. Lead Engineer(12) ;
        9. Associate Lead(11) ;
        10. Analyst(10) ;
        11. Associate Operations Analyst(10) ;
        12. Engineer(10) ;
        13. Operations Specialist(10) ;
        14. Manager(9) ;
        15. Associate Software Engineer(8) .


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    • Jobs at Envestnet

      23 jobs in United States
      Client Service Associate - MoneyGuide
      Raleigh, NC
      ·
      $48K - $68K /yr
      (Glassdoor est.)
      View job
      Client Service Associate - MoneyGuide
      Powhatan, VA
      ·
      $44K - $65K /yr
      (Glassdoor est.)
      View job
      Client Service Associate - MoneyGuide
      Berwyn, PA
      ·
      $53K - $75K /yr
      (Glassdoor est.)
      View job
      Director, FA Sales
      Berwyn, PA
      View job
      Proposal Desk Specialist
      Berwyn, PA
      ·
      $47K - $60K /yr
      (Glassdoor est.)
      View job
      View all Client Service Associate Jobs