INACTIVE
Full-Time
Client Service Associate
Data aggregation and analytics platform
Data & Analytics
Fintech
$44,000 - $66,000
Entry, Junior
Raleigh, NC, USA + 1 more
Required Skills
Customer Service
Requirements
- 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
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
Yodlee's mission is to help as many Americans as possible to see their complete financial data.
Company Stage
M&A
Total Funding
$742M
Headquarters
Redwood City, California
Founded
1999
Growth & Insights
Headcount
6 month growth
↓ -9%1 year growth
↓ -17%2 year growth
↓ -43%Benefits
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
INACTIVE