Client Service Associate - Tamarac Reporting

Envestnet; Raleigh (NC); Hybrid; USD 40,000 - 55,000; Full time

Job summary

A leading financial technology company is seeking a Client Service Associate for the Tamarac Reporting team. This hybrid role involves providing technical support and training to clients, ensuring high customer satisfaction. The ideal candidate will have strong troubleshooting skills, a bachelor's degree, and experience in client-facing roles. Join a dynamic team dedicated to empowering financial advisors with innovative solutions.

Benefits

Health Benefits

Paid Time Off

401K – Company Match

Annual Bonus Incentives

Parental Stipend

Tuition Reimbursement

Student Debt Program

Charitable Match

Wellness Program

Qualifications

• 1+ years of experience in a client-facing role in financial services.
• Ability to communicate complex concepts clearly.

Responsibilities

• Provide technical support and training for Tamarac Reporting.
• Ensure high-quality customer service and manage client expectations.
• Collaborate with internal teams to resolve client inquiries.

Skills

Troubleshooting

Problem Solving

Organizational Skills

Communication

Teamwork

Education

Bachelor’s Degree in Business

Bachelor’s Degree in Finance

Tools

MS Office Suite

Job description

Client Service Associate - Tamarac Reporting

Join to apply for the Client Service Associate - Tamarac Reporting role at Envestnet

Client Service Associate - Tamarac Reporting

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Join to apply for the Client Service Associate - Tamarac Reporting role at Envestnet

Description

Envestnet is seeking a

Description

Envestnet is seeking a Client Service Associate – Tamarac Reporting to join our Service department. This is a hybrid role, with in-office work required at our Raleigh, NC office location.

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.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.

Envestnet’s Strategy

• Deliver the industry-leading wealth management platform, powered by advanced data and insights
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
  
  

For more information, please visit www.envestnet.com.

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.
  
  

Envestnet

• Be a member of an innovative and industry leading financial technology and solutions 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
  

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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