Current jobs related to Client Service Associate - Raleigh - Envestnet

  • Client Service Associate

    7 months ago

    Raleigh, United States Kestra Financial Independent Advisor Full time

    Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization. We take an integrated approach with our clients that is custom...

  • Client Services Associate

    7 months ago

    Raleigh, United States RH-USA Inc Full time

    Job Description RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home...

  • Sr. Client Service Associate

    1 month ago

    Raleigh, United States AdvisorEngine Full time

    Location:Raleigh, North Carolina (Hybrid)Who we are: We believe that the future of financial advice is personal, scientific and beautiful - these three ideals drive everything that we do. AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel. Our...

  • Client Services Associate

    6 days ago

    Raleigh, North Carolina, United States Optimal Solutions Full time

    Job Description:As a BUSINESS RELATIONSHIP COORDINATOR at Optimal Solutions, you will play a critical role in building and maintaining strong relationships with our clients. This is an excellent opportunity to utilize your exceptional communication skills and passion for relationship-building to drive client satisfaction.Key Responsibilities:Develop and...

  • Brokerage Client Service Associate

    1 month ago

    Raleigh, United States Truist Financial Corporation Full time

    This is an in-office position located in Raleigh, NC. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent and e Client Service, Brokerage, Financial Advisor, Associate, Broker, Service, Retail

  • Client Relationship Associate

    4 days ago

    Raleigh, North Carolina, United States Domino's Pizza LLC Full time

    Client Relationship Associate PositionWe are seeking a highly motivated and customer-focused individual to join our team as a Client Relationship Associate at Domino's Pizza LLC.About the Role:This is an exciting opportunity to work in a dynamic and fast-paced environment, where you will be responsible for providing exceptional customer service, processing...

  • Brokerage Client Service Associate

    4 weeks ago

    Raleigh, United States Truist Inc Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...

  • Client Service Coordinator

    5 days ago

    Raleigh, United States Banfield Pet Hospital Full time $15

    SUMMARY OF JOB PURPOSE AND FUNCTIONThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team, ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing...

  • Client Service Coordinator

    5 days ago

    Raleigh, United States Banfield Pet Hospital Full time $15

    SUMMARY OF JOB PURPOSE AND FUNCTIONThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team, ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing...

  • Client Service Coordinator

    8 months ago

    Raleigh, United States Kestra Financial Full time

    The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm ...

  • Client Services Director

    4 days ago

    Raleigh, North Carolina, United States Rimmer & Associates Full time

    Job Overview:Rimmer & Associates is seeking a highly skilled Client Services Director to lead our commercial lines insurance team. The successful candidate will be responsible for developing and executing strategic plans to drive business growth, improving operational efficiency, and delivering exceptional customer experiences.About the Role:This is a...

  • Client Development Associate

    2 weeks ago

    Raleigh, North Carolina, United States First National Bank of Pennsylvania Full time

    We are looking for a Client Development Associate to join our team at First National Bank of Pennsylvania. As a key member of our Retail division, you will be responsible for developing new business relationships with customers, growing existing relationships, and contributing to the overall growth of the Bank.Your primary responsibilities will include...

  • Associate, Client Management

    3 weeks ago

    Raleigh, United States VISASQCOLEMAN Full time

    About UsAt VISASQ/COLEMAN, we connect businesses with hard-to-find expertise through our extensive global network of subject matter experts. VISASQ/COLEMAN is a partnership formed by VisasQ Inc., Asia's leading expert network and the only publicly traded company in our field. Through VisasQ's merger with Coleman Research, a trusted expert service provider...

  • Associate, Client Management

    3 weeks ago

    Raleigh, United States VISASQCOLEMAN Full time

    About UsAt VISASQ/COLEMAN, we connect businesses with hard-to-find expertise through our extensive global network of subject matter experts. VISASQ/COLEMAN is a partnership formed by VisasQ Inc., Asia's leading expert network and the only publicly traded company in our field. Through VisasQ's merger with Coleman Research, a trusted expert service provider...

  • Client Service Representative

    1 week ago

    Raleigh, United States Atlantic Union Bank Full time $17 - $25

    The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank’s products and...

  • Client Service Representative

    1 week ago

    Raleigh, United States Atlantic Union Bank Full time $17 - $25

    The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank’s products and...

  • Client Services Specialist

    2 weeks ago

    Raleigh, North Carolina, United States Vincent Boone - State Farm Agent Full time

    Key ResponsibilitiesProvide product information and services to clients.Assist with policy applications and renewals.Handle client inquiries and respond promptly.Maintain accurate records of client interactions.

  • Client Service Associate

    1 week ago

    Raleigh, North Carolina, United States Evolutionary Edge Full time

    Company OverviewEvolutionary Edge is a dynamic and supportive environment that prioritizes relationship-building, teamwork, and personal development.

  • Client Relations Associate

    1 week ago

    Raleigh, North Carolina, United States Elite Services Full time

    About the Role: We are seeking a highly motivated and organized individual to join our dynamic Customer Service team at Elite Services. As a key member of our team, you will have the opportunity to grow professionally and enjoy financial rewards and advancement opportunities based on performance.">You will be responsible for supporting and executing...

  • Client Services Associate

    1 week ago

    Raleigh, North Carolina, United States Zero Impact Solutions Full time

    About the RoleThis is an exceptional opportunity for individuals eager to immerse themselves in the EV charging and renewable energy industry. You will play a crucial role in developing and maintaining relationships with existing clients, establishing relationships with potential clients, and identifying client needs and providing solutions.

Client Service Associate

4 months ago

Raleigh, United States Envestnet Full time

Description

Envestnet is seeking a passionate and talented Client Service Associate – Advisor to join our Service - Advisor team. This position is expected to report to 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:

We are looking for Client Service Associate – Advisor to deliver consultation and support to financial advisors through inbound calls. They will act as a Subject Matter Expert both internally and externally on platform functionality. This position is essential to ensuring the highest level of customer satisfaction through a strong sense of client advocacy when resolving issues and differentiated by a consultative approach.

Job Responsibilities:

  • Act as a Subject Matter Expert both internally and externally on platform functionality
  • Provide support and training to clients on how to effectively use Envestnet in their practices via inbound phone calls
  • Demonstrate outstanding advisor support through proven service techniques
  • Ensure accuracy of internal knowledge sharing application (One Note)
  • Provide support and training to clients, specializing in helping advisors with website navigation of the Envestnet platform, and Operational Support for our RIA clients.
  • 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 and managing client expectations for completion of work.
  • 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
  • 1-3 years of experience in the financial services area in a client facing role
  • Exemplary customer service and interpersonal skills
  • Comfortable operating in tight deadlines with the ability to balance multiple priorities
  • Ability to quickly grasp complicated situations and determine the best course of action
  • Commitment to maintain professional demeanor and courtesy
  • Willing to build relationships and work both individually and in a collaborative approach
  • Well-developed organizational skills, with attention to detail
  • 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