Client Service Associate Tamarac Reporting

Envestnet - Berwyn, PA

Full-time - Entry Level

Hybrid - Berwyn, PA

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

About the position

The Client Service Associate - Tamarac Reporting at Envestnet plays a crucial role in providing technical support and training for the Tamarac Reporting product. This hybrid position focuses on ensuring high customer satisfaction through consultative support and strong client advocacy, particularly during the transition from implementation to ongoing service. The role involves developing strong client relationships and collaborating with internal teams to address client inquiries effectively.

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

• Health Benefits (Health/Dental/Vision)
• Paid Time Off (PTO) & Volunteer Time Off (VTO)
• 401K - Company Match
• Annual Bonus Incentives
• Parental Stipend
• Tuition Reimbursement
• Student Debt Program
• Charitable Match
• Wellness Program