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Senior Client Service Associate
Posted on 12/16/2022
Raleigh, NC, USA • Berwyn, PA, USA
Experience Level
Desired Skills
Customer Service
  • Bachelor's degree in business, finance or related field of study preferred
  • 3-5 years of experience in the financial services area in a client facing role
  • Exemplary leadership skills
  • Comfortable operating in tight deadlines with the ability to balance multiple priorities
  • Excellent customer service and communication skills
  • Ability to quickly grasp complicated situations and determine the best course of action
  • Commitment to maintain professional demeanor and courtesy
  • Willing to build relationships and work both individually and in a collaborative approach
  • Well-developed organizational skills, with attention to detail
  • Proficiency in MS Office Suite
  • Act as a Subject Matter Expert both internally and externally on platform functionality
  • Demonstrate outstanding advisor support through proven service techniques
  • Serve as a mentor and role model for team members for performing the role to the best of their ability and promoting the best interests of the department
  • Point of contact for team member inquiries
  • Proactively reach out to members to work on complex issues
  • Provide top firms with team statistics on a monthly, quarterly and yearly basis
  • Partner with team members on Continuing Education initiatives
  • Create and maintain new hire training materials
  • Create and maintain Envestnet new hire training materials
  • Work with team members to run Envestnet new hire trainings, assisting with presentation preparation, reviewing expectations, and logistical considerations
  • Ensure accuracy of internal knowledge sharing site (One Note)
  • Create and maintain documentation as requested by Management
  • Additional projects as requested by Management
  • 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