Client Service Associate Tamarac Reporting

Envestnet - Raleigh, NC

Full-time - Entry Level

Hybrid - Raleigh, NC

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

Envestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This hybrid role involves providing technical support for the Tamarac Reporting product, ensuring high levels of customer satisfaction through consultative support and training. The position is essential for developing strong client relationships and supporting new clients during their transition to the Advisor Services Team.

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.
• Adhere to and apply Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s).

Requirements

• Bachelor's 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.
• 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 firm's products, policies, and procedures.
• Commitment to maintain professional demeanor and courtesy.
• Team player who's 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.

Benefits

• Wellness program
• Health insurance
• Dental insurance
• Tuition reimbursement
• Paid time off
• Vision insurance
• 401(k) matching
• Volunteer time off