Client Service Associate
3 days ago
Envestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office locations. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on. Job Summary: 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: 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 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 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 About Us: Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships. We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company. Why Choose Envestnet: Be a member of a leading financial services and products innovation company Competitive Compensation/Total Reward Packages that include: 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 Work on global projects with diverse, energetic, team members who respect each other and celebrate differences. Envestnet is an Equal Opportunity Employer. Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). #LI-LM1 #J-18808-Ljbffr
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Client Service Associate
22 hours ago
Berwyn, United States Sequoia Financial Group Full timeSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values...
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Client Service Associate
2 weeks ago
Berwyn, United States Sequoia Financial Group Full timeSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: ...
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Client Service Associate
2 weeks ago
Berwyn, Pennsylvania, United States Sequoia Financial Group Full timeAbout Sequoia Financial GroupSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio. Our mission is to enrich lives by providing exceptional financial planning and wealth management services. We value integrity, passion, and teamwork, and we're committed to creating a work environment that fosters...
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Client Services Associate
3 weeks ago
Berwyn, United States WSFS Bank Full timeJob DescriptionBryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.The...
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Client Services Associate
2 weeks ago
Berwyn, Pennsylvania, United States WSFS Bank Full timeJob DescriptionBryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.The...
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Client Service Associate
1 week ago
Berwyn, United States WSFS Bank Full timeJob DescriptionBryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.The...
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Client Services Associate
3 weeks ago
Berwyn, United States WSFS Bank Full timeJob Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The...
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Client Service Associate
7 days ago
Berwyn, United States WSFS Bank Full timeJob Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The...
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Client Service Associate
20 hours ago
Berwyn, United States Envestnet Full timeDescription Envestnet is seeking a passionate and talented Client Service Associate - Advisor to join our Service - Advisor team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers...
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Client Service Associate
4 weeks ago
Berwyn, United States WSFS Bank Full timeJob DescriptionBryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.The...
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Client Service Associate
2 days ago
Berwyn, Pennsylvania, United States Yodlee Full timeJob SummaryWe are seeking a highly skilled and motivated Client Service Associate to join our Tamarac Reporting team. As a Client Service Associate, you will be responsible for providing exceptional technical support to our clients, ensuring they receive the highest level of service and satisfaction.Key ResponsibilitiesProvide technical support to clients...
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Client Service Associate
4 days ago
Berwyn, United States Envestnet Full timeDescriptionEnvestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office locations.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and...
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Client Service Associate
4 weeks ago
Berwyn, United States Envestnet Full timeDescriptionEnvestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office locations. The candidate will be expected to work West Coast hours. For highly qualified candidates, fully remote options may be...
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Client Service Associate
3 weeks ago
Berwyn, Pennsylvania, United States WSFS Bank Full timeJob SummaryBryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.Job...
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Client Service Associate
4 weeks ago
Berwyn, United States Envestnet Full timeDescription Envestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office locations. The candidate will be expected to work West Coast hours. For highly qualified candidates, fully remote options may be...
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Client Service Associate
3 days ago
Berwyn, United States Envestnet Full timeDescription Envestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office locations. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and...
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Client Service Associate
4 weeks ago
Berwyn, Pennsylvania, United States Envestnet Full time{"Job Title": "Client Service Associate - Tamarac Reporting", "Job Summary": "We are seeking a skilled Client Service Associate to provide technical support for our Tamarac Reporting product. This role is crucial in ensuring exceptional customer satisfaction through expert technical support and training on our products. The ideal candidate will develop...
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Client Service Representative
2 weeks ago
Berwyn, Pennsylvania, United States Sequoia Financial Group Full timeAbout Sequoia Financial GroupSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio. Our mission is to enrich lives through financial planning and wealth management services. We value integrity, passion, and teamwork, and we're committed to creating a work environment that fosters growth and...
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Client Service Representative
2 weeks ago
Berwyn, Illinois, United States Sequoia Financial Group Full timeClient Service AssociateSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio, offering comprehensive financial planning and wealth management services. Our mission is to enrich lives by providing exceptional client experiences and fostering a culture of excellence.Key Responsibilities:Support a...
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Client Service Manager
2 weeks ago
Berwyn, Pennsylvania, United States Envestnet Full timeAbout the RoleWe are seeking a highly skilled Client Service Manager to join our Service team at Envestnet. This position will be based in either our Berwyn, PA or Raleigh, NC office.Job SummaryThe Client Service Manager will establish and maintain strong relationships with institutional clients, providing exceptional support for the resolution of problems...
