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Client Service Associate
Tamarac Reporting
Updated on 1/23/2023
Raleigh, NC, USA • Berwyn, PA, USA
Experience Level
Desired Skills
Customer Service
  • 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
  • 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

201-500 employees

Data aggregation and analytics platform
Company Overview
Yodlee's mission is to help as many Americans as possible to see their complete financial data.
  • Medical (High Deductible Health Plan, Kaiser HMO and PPO), Dental, Vision
  • 401(k) Match
  • On-site Flu Shots
  • On-site Biometrics Screening
  • Employee Assistance Program (EAP)
  • Life Insurance and AD&D
  • Short and Long Term Disability
  • On-site Gym
  • Fully Stocked Kitchen
  • Tuition Reimbursement
  • Employee Referral Bonus
  • Casual Dress Code
  • Mobile Reimbursement