• Job Description

  Req#: oA6zwfwv?nl=1

  Envestnet is seeking a Client Service Associate - Tamarac Reporting to join our Service department. This is a hybrid role, with in-office work required at our Raleigh, NC office location.
  

  Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions u2013 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 nationu2019s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnetu2019s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.u00A0
  

  Envestnetu2019s Strategy:
  

  • Deliver the industry-leading wealth management platform, powered by advanced data and insightsu00A0
    
  • Leverage our scale and efficiencies to serve our clientsu2019 needs comprehensivelyu00A0
    
  • Enable financial advisors to deliver more holistic advice u2013 reflecting a more complete view of their clientsu2019 financial lives, and in a more connected environment
    

  For more information, please visit www.envestnet.com.
  

  Job Summary:u00A0
  

  The Tamarac Reporting team is looking for a Client Service Associate to provide technical support for the Tamarac Reporting product. This position is essential to ensuring the highest level of customer satisfaction through providing a high level of technical support and training on our products, differentiated by their consultative approach and strong sense of client advocacy when resolving issues. The Client Service Associate develops strong relationships with their clients that begins with supporting new clients through their transition from implementation to the Advisor Services Team.
  

  Job Responsibilities:
  

  • Partner with team members to ensure high quality customer service when responding to client calls & emails within stated SLAs.
    
  • Provide support and training to clients on how to effectively use Tamarac Reporting in their practices, providing 1:1 web trainings when needed.
    
  • Provide website functionality support and training to clients for all financial reporting needs.
    
  • Collaborate with internal teams to resolve client questions and requests in an accurate and timely manner, escalating when necessary.
    
  • Establish and maintain a positive and professional relationship with clients.
    
  • Assist in setting & managing client expectations for completion of work.
    
  • Grow and maintain knowledge in products and tools.
    
  • Participate in individual or team projects, as needed, to expand client support offerings
    
  • Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
    
  • As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
    

  Required Qualifications:u00A0
  

  • Bacheloru2019s degree in business, finance or related field of study preferred.
    
  • 1+ years of experience in the financial services area in a client facing role, or equivalent education.
    
  • Excellent troubleshooting skills and experience in issue management a plus.
    
  • Ability to quickly grasp complicated situations, deliver quality service and problem solving skills remotely to clients and communicate complicated concepts in a concise and articulate way via phone & email.
    
  • Well-developed organizational skills, with attention to detail.
    
  • Comfortable operating in tight deadlines with the ability to balance multiple priorities.
    
  • Ability to make decisions and implement solutions based on thorough understanding of the financial industry and the firmu2019s products, policies, and procedures.
    
  • Commitment to maintain professional demeanor and courtesy.
    
  • Team player whou2019s willing to build relationships and work both individually and in a collaborative approach.
    
  • Fast learner with the ability to learn new technology and platforms.
    
  • Proficiency in MS Office Suite
    

  Envestnet:u00A0
  

  • Be a member of an innovative and industry leading financial technology and solutions companyu00A0
    
  • Competitive Compensation/Total Reward Packages that include:
    
    • Health Benefits (Health/Dental/Vision)
      
    • Paid Time Off (PTO) & Volunteer Time Off (VTO)
      
    • 401K u2013 Company Match
      
    • Annual Bonus Incentives
      
    • Parental Stipendu00A0
      
    • Tuition Reimbursement
      
    • Student Debt Program
      
    • Charitable Matchu00A0
      
    • Wellness Program
      

  Envestnet is an Equal Opportunity Employer.

  #LI-LM1

• About the company

  Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.

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