Skip to Main Content

Client Service Associate - Tamarac Reporting

Raleigh, NC
  • Expired: over a month ago. Applications are no longer accepted.
Job Description
The Tamarac CRM team is looking for a Client Service Associate to provide technical support for the Tamarac CRM 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.

Customer service is key. The ideal candidate demonstrates a consistently positive attitude, excellent time management, troubleshooting skills, and a strong client focus.

  • Collaborate with team members to resolve client questions and requests accurately and in a timely manner, escalating when necessary.
  • Partner with team members to ensure high quality customer service responding to client calls & emails within stated SLAs
  • Establish and maintain a positive and professional relationship with clients. Assist in setting & managing client expectations for completion of work
  • Provide continuing education to clients on how to effectively use Tamarac in their practices
  • Log internal and client-originating product feedback via Suggestion Box in Help Desk
  • Grow and maintain knowledge in products and tools
  • Contribute to knowledge articles
  • Participate in individual or team projects, as needed, to expand client support offerings
  • 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
  • Ability to deliver quality service and problem solving skills remotely to clients and communicate complicated concepts in a concise and articulate way via phone & email
  • Proficiency in MS Office Suite
  • Experience in a financial services atmosphere specifically the registered advisory, brokerage or financial services industry preferred
  • Proficiency in MS Office Suite
  • Degree in Business, finance or similar preferred

Compensation, Benefits & Perks:

Envestnet offers the following exceptional benefits: competitive compensation, 401k, unlimited snacks, flexible hours/paid time off, and excellent health/dental/vision insurance. We treat our employees well and offer tremendous growth opportunities. Challenging work pushes our people to be creative in a casual environment that is caring, fun, and collaborative. We believe that when you have smart, happy people working together you can produce something special.

Envestnet is an equal opportunity employer.




Raleigh, NC
27603 USA



View all jobs at Envestnet