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. The hours ...
Envestnet
54 Envestnet Client Services Associate Jobs Hiring Near You
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. The hours ...
This team operates at the center of Envestnet's client engagement model, partnering closely with ... Bachelor's degree required. * 15+ years of experience in financial services, with at least 15 years ...
This team operates at the center of Envestnet's client engagement model, partnering closely with ... Bachelor's degree required. * 15+ years of experience in financial services, with at least 15 years ...
Data Analyst II
Berwyn, PA · Hybrid
Envestnet is seeking a Data Analyst II to join our Product department. This is a hybrid role, with ... Partner with stakeholders (Product, Data Science, Sales, Professional Services, and Client Services ...
Data Analyst II
Berwyn, PA · Hybrid
Envestnet is seeking a Data Analyst II to join our Product department. This is a hybrid role, with ... Partner with stakeholders (Product, Data Science, Sales, Professional Services, and Client Services ...
Senior Product Integrations Manager
Berwyn, PA · On-site
$121K - $160K/yr
Envestnet|Tamarac provides the most comprehensive technology solution for independent RIAs, helping ... Client Services to execute initiatives and resolve issues. * Experience collaborating with cross ...
Quick apply
Senior Product Integrations Manager
Berwyn, PA · On-site
$121K - $160K/yr
Envestnet|Tamarac provides the most comprehensive technology solution for independent RIAs, helping ... Client Services to execute initiatives and resolve issues. * Experience collaborating with cross ...
Senior Product Integrations Manager
Berwyn, PA · On-site
$121K - $160K/yr
Envestnet|Tamarac provides the most comprehensive technology solution for independent RIAs, helping ... Client Services to execute initiatives and resolve issues. * Experience collaborating with cross ...
Senior Product Integrations Manager
Berwyn, PA · On-site
$121K - $160K/yr
Envestnet|Tamarac provides the most comprehensive technology solution for independent RIAs, helping ... Client Services to execute initiatives and resolve issues. * Experience collaborating with cross ...
Senior Product Integrations Manager
Berwyn, PA · On-site
$121K - $160K/yr
Envestnet|Tamarac provides the most comprehensive technology solution for independent RIAs, helping ... Client Services to execute initiatives and resolve issues. * Experience collaborating with cross ...
Senior Product Integrations Manager
Berwyn, PA · On-site
$121K - $160K/yr
Envestnet|Tamarac provides the most comprehensive technology solution for independent RIAs, helping ... Client Services to execute initiatives and resolve issues. * Experience collaborating with cross ...
... services space is highly valued! * Become proficient in all aspects of Envestnet | Tamarac's onboarding process and product offerings in order to competently address client questions and concerns. Be ...
... services space is highly valued! * Become proficient in all aspects of Envestnet | Tamarac's onboarding process and product offerings in order to competently address client questions and concerns. Be ...
Business Development Senior Consultant - RIA
Concord, NC · Remote
$97K - $119K/yr
Represent Envestnet at industry conferences, client meetings, market-facing activities, and ... services. * Ability to articulate the value of Envestnet's broader ecosystem, including managed ...
Business Development Senior Consultant - RIA
Concord, NC · Remote
$97K - $119K/yr
Represent Envestnet at industry conferences, client meetings, market-facing activities, and ... services. * Ability to articulate the value of Envestnet's broader ecosystem, including managed ...
Senior Product Manager - Servicing AI
Berwyn, PA · On-site +1
$121K - $160K/yr
... the Envestnet Unified Managed Platform (UMP). This role is responsible for transforming core servicing workflows--spanning onboarding, account maintenance, client and advisor inquiries, issue ...
Senior Product Manager - Servicing AI
Berwyn, PA · On-site +1
$121K - $160K/yr
... the Envestnet Unified Managed Platform (UMP). This role is responsible for transforming core servicing workflows--spanning onboarding, account maintenance, client and advisor inquiries, issue ...
... client accounts. Overlay Services delivers flexible solutions--Tax Overlay and Impact Overlay--that ... Working with Envestnet's proprietary investment management system, the Tax Overlay Support ...
... client accounts. Overlay Services delivers flexible solutions--Tax Overlay and Impact Overlay--that ... Working with Envestnet's proprietary investment management system, the Tax Overlay Support ...
Director, FA Sales
Berwyn, PA · On-site
... Associates to drive campaign outreach, engagement, and adoption of Envestnet's Managed Accounts ... of financial services experience, preferably in advisory platform, asset management, or ...
Director, FA Sales
Berwyn, PA · On-site
... Associates to drive campaign outreach, engagement, and adoption of Envestnet's Managed Accounts ... of financial services experience, preferably in advisory platform, asset management, or ...
Senior Product Manager - Servicing AI
Berwyn, PA · On-site +1
$121K - $160K/yr
... the Envestnet Unified Managed Platform (UMP). This role is responsible for transforming core servicing workflows--spanning onboarding, account maintenance, client and advisor inquiries, issue ...
Senior Product Manager - Servicing AI
Berwyn, PA · On-site +1
$121K - $160K/yr
... the Envestnet Unified Managed Platform (UMP). This role is responsible for transforming core servicing workflows--spanning onboarding, account maintenance, client and advisor inquiries, issue ...
Senior Product Manager - Servicing AI
Berwyn, PA · On-site +1
$121K - $160K/yr
... the Envestnet Unified Managed Platform (UMP). This role is responsible for transforming core servicing workflows--spanning onboarding, account maintenance, client and advisor inquiries, issue ...
Quick apply
Senior Product Manager - Servicing AI
Berwyn, PA · On-site +1
$121K - $160K/yr
... the Envestnet Unified Managed Platform (UMP). This role is responsible for transforming core servicing workflows--spanning onboarding, account maintenance, client and advisor inquiries, issue ...
... service and support. Since 1999, Envestnet has served the wealth management industry and today ... Represent Envestnet externally at industry events, conferences, and executive client meetings ...
... service and support. Since 1999, Envestnet has served the wealth management industry and today ... Represent Envestnet externally at industry events, conferences, and executive client meetings ...
Product Solutions Engineer
$71K - $88K/yr
Serve as an escalation point for Service to provide guidance as needed on advanced client inquiries ... At Envestnet you'll gain hands-on experience and collaborate with some of the industry's brightest ...
Product Solutions Engineer
$71K - $88K/yr
Serve as an escalation point for Service to provide guidance as needed on advanced client inquiries ... At Envestnet you'll gain hands-on experience and collaborate with some of the industry's brightest ...
Proposal Desk Specialist
Berwyn, PA · Hybrid
... client needs into high‑quality, timely proposals across Envestnet's platform capabilities. The ... Identify, resolve, or refer service issues, sales opportunities, and Custom Case or High Net Worth ...
Quick apply
Proposal Desk Specialist
Berwyn, PA · Hybrid
... client needs into high‑quality, timely proposals across Envestnet's platform capabilities. The ... Identify, resolve, or refer service issues, sales opportunities, and Custom Case or High Net Worth ...
Proposal Desk Specialist
Berwyn, PA · Hybrid
... client needs into high‑quality, timely proposals across Envestnet's platform capabilities. The ... Identify, resolve, or refer service issues, sales opportunities, and Custom Case or High Net Worth ...
Proposal Desk Specialist
Berwyn, PA · Hybrid
... client needs into high‑quality, timely proposals across Envestnet's platform capabilities. The ... Identify, resolve, or refer service issues, sales opportunities, and Custom Case or High Net Worth ...
... service and support. Since 1999, Envestnet has served the wealth management industry and today ... Lead client discussions on new enhancements * Assist in creation of statements of work for new ...
... service and support. Since 1999, Envestnet has served the wealth management industry and today ... Lead client discussions on new enhancements * Assist in creation of statements of work for new ...
... service and support. Since 1999, Envestnet has served the wealth management industry and today ... Establish client specific workflows to assist firm in efficiently onboarding Tamarac Reporting.
... service and support. Since 1999, Envestnet has served the wealth management industry and today ... Establish client specific workflows to assist firm in efficiently onboarding Tamarac Reporting.
Senior Product Manager
Berwyn, PA · Hybrid
$121K - $160K/yr
... service and support. Since 1999, Envestnet has served the wealth management industry and today ... Envestnet is seeking a strategic and client-obsessed Senior Product Manager to join the Tamarac ...
Senior Product Manager
Berwyn, PA · Hybrid
$121K - $160K/yr
... service and support. Since 1999, Envestnet has served the wealth management industry and today ... Envestnet is seeking a strategic and client-obsessed Senior Product Manager to join the Tamarac ...
Envestnet Jobs Information
What is it like to work at Envestnet?
Envestnet is a dynamic and innovative company that prioritizes collaboration, creativity, and customer-centricity, fostering a culture of teamwork and mutual support. The company's structure is designed to encourage open communication and knowledge-sharing among its diverse teams, including software developers, financial advisors, and industry experts, who work together to deliver cutting-edge financial solutions. As a leading provider of financial technology and services, Envestnet offers its employees opportunities to grow professionally, contribute to meaningful projects, and make a positive impact on the financial industry.
What makes Envestnet an attractive place to work?
Envestnet is a leading provider of integrated financial and wealth management technology and services, serving a diverse range of clients across the financial services industry. The company's workplace is characterized by a culture of innovation, collaboration, and teamwork, with opportunities for employees to contribute to the development of cutting-edge solutions and technologies. By joining Envestnet, professionals can gain valuable experience, expand their skill sets, and make a meaningful impact in the financial services sector, driving growth and success for themselves and the company.
What other companies are hiring for Client Services Associate jobs?
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What are the most popular categories at Envestnet?
Full-time
Medical, Dental, Vision, Retirement, PTO
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Job 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. The hours for this role will be Monday thru Friday 10:30am-7:30pmEST (supporting West Coast hours).
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
- Health Benefits (Health/Dental/Vision)
Envestnet is an Equal Opportunity Employer.
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