Client Service Associate
Tamarac Reporting
Posted on 3/16/2023

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.
Raleigh, NC, USA • Berwyn, PA, USA
Experience Level
Desired Skills
Customer Service
Customer Success & Support
  • 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