Client Service Associate

2 days ago


Berwyn, Pennsylvania, United States Yodlee Full time
Job Summary

We 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 Responsibilities
  • Provide technical support to clients via phone, email, and web-based platforms
  • Collaborate with internal teams to resolve client issues and concerns
  • Develop and maintain strong relationships with clients to ensure their needs are met
  • Stay up-to-date with product knowledge and provide training to clients as needed
  • Participate in individual or team projects to expand client support offerings
Requirements
  • Bachelor's degree in business, finance, or related field of study
  • 1+ years of experience in a client-facing role, preferably in the financial services industry
  • Excellent troubleshooting skills and experience in issue management
  • Ability to quickly grasp complicated situations and deliver quality service
  • Well-developed organizational skills, with attention to detail
  • Comfortable operating in tight deadlines with the ability to balance multiple priorities
About Us

Envestnet is a leading provider of technology-enabled investment and practice management solutions to financial advisors. We offer a highly competitive compensation and benefits package, as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.



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