Client Service Associate

4 weeks ago

Berwyn, United States Envestnet Full time

Description

Envestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service 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 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
    • Equity
    • 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.

Salary:

The annual base salary range for this position is $44,000 to 66,000.

Envestnet is an Equal Opportunity Employer.

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).

#LI-RT1

  • Client Service Associate

    4 weeks ago

    Berwyn, United States WSFS Financial Corporation Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...

  • Client Service Associate

    1 month ago

    Berwyn, United States WSFS Bank Full time

    Job DescriptionAt WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...

  • Client Service Associate

    3 days ago

    Berwyn, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more We are the regions locally headquartered...

  • Client Service Associate

    3 days ago

    Berwyn, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and moreWe are the region's locally headquartered...

  • Client Service Associate

    7 days ago

    Berwyn, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...

  • Client Service Associate

    4 weeks ago

    Berwyn, United States Wsfs Financial Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...

  • Client Service Associate

    1 month ago

    Berwyn, United States Envestnet Full time

    **Description** Envestnet is seeking a passionate and talented **Client Service Associate - Tamarac Reporting** to join our Service 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...

  • Senior Client Service Associate

    4 days ago

    Berwyn, United States Envestnet Full time

    DescriptionEnvestnet is seeking a passionate and talented Senior Client Service Associate - Advisor to join our Service team. This position is expected to report to our Berwyn or Raleigh office on a hybrid scheduleEnvestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers...

  • Senior Client Service Associate

    2 days ago

    Berwyn, United States Yodlee Full time

    Envestnet is seeking a passionate and talented Senior Client Service Associate - Advisor to join our Service team. This position is expected to report to our Berwyn or Raleigh office on a hybrid schedule Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...

  • Senior Client Service Associate

    5 days ago

    Berwyn, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Senior Client Service Associate - Advisor to join our Service team. This position is expected to report to our Berwyn or Raleigh office on a hybrid schedule Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service...

  • Director, Client Service

    2 days ago

    Berwyn, United States Envestnet | Yodlee Full time

    We are seeking a highly motivated and experienced Director, Client Service to lead our client service efforts in our Key Accounts group. The ideal candidate will be responsible for ensuring exceptional client satisfaction by overseeing the delivery of high-quality support and service to our diverse client base. Job Responsibilities: Provides optimal...

  • Senior Client Service Representative

    3 days ago

    Berwyn, United States World Insurance Associates LLC Full time

    World Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World now has over 2,200 employees in over 260 offices across North America. With a billion dollar investment and significant growth plans in...

  • Senior Client Service Representative

    5 days ago

    Berwyn, United States World Insurance Associates LLC Full time

    World Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World now has over 2,200 employees in over 260 offices across North America. With a billion dollar investment and significant growth plans in...

  • Senior Client Service Representative

    5 days ago

    Berwyn, United States World Insurance Associates LLC Full time

    World Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World now has over 2,200 employees in over 260 offices across North America. With a billion dollar investment and significant growth plans in...

  • Senior Client Service Representative

    4 days ago

    Berwyn, United States World Insurance Associates, LLC. Full time

    Job DescriptionJob DescriptionWorld Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World now has over 2,200 employees in over 260 offices across North America.  With a billion dollar investment...

  • Service Associate

    4 days ago

    Berwyn, United States Trinity Health Corporation Full time

    Employment Type: Full time Shift: Day Shift Description: Position Summary; This position will be responsible for all Housekeeping duties to include: patient care providers as well as patients and visitors of all ages and developmental levels. The Service Associate demonstrates behavior consistent with the operating principles of Loyola University...

  • Client Retirement Consultant

    4 days ago

    Berwyn, United States Gallagher Full time

    About Us: Buck, a Gallagher company, opens doors to a world of boundless opportunity and innovation. As part of our integrated team, you'll immerse yourself in the exciting journey of serving HR departments and trustees across diverse industries. Together, we'll build pathways to a brighter future for clients worldwide, harnessing the power of collective...

  • Clinical Services Associate

    4 days ago

    Berwyn, United States Pennsylvania Medicine Full time

    Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration with top clinical, technical and business professionals across all disciplines.Today at Penn...

  • Clinical Services Associate

    3 days ago

    Berwyn, United States Pennsylvania Medicine Full time

    Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration with top clinical, technical and business professionals across all disciplines. Today at Penn...

  • Alpha Middle Office Client Service, Assistant Vice President

    1 week ago

    Berwyn, United States State Street Corporation Full time

    High visibility client-facing role managing complex internal and external relationships and supporting a variety of client business management responsibilities. The role requires industry and technical proficiency to function as a cross-client subjec Client Service, Vice President, Office, Assistant, President, Business Services