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Client Service Associate
Posted on 4/7/2022
INACTIVE
Locations
Coffeyville, KS, USA • Raleigh, NC, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Customer Service
Requirements
  • Ability to deliver quality service and problem solving skills remotely to clients and communicate complicated concepts in a concise and articulate way via phone & email
  • Proficiency in MS Office Suite
  • Experience in a financial services atmosphere specifically the registered advisory, brokerage or financial services industry preferred
  • Proficiency in MS Office Suite
  • Degree in Business, finance or similar preferred
Responsibilities
  • Collaborate with team members to resolve client questions and requests accurately and in a timely manner, escalating when necessary
  • Partner with team members to ensure high quality customer service responding to client calls & emails within stated SLAs
  • Establish and maintain a positive and professional relationship with clients. Assist in setting & managing client expectations for completion of work
  • Provide continuing education to clients on how to effectively use our platform in their practices
  • Log internal and client-originating product feedback via Suggestion Box in Help Desk
  • Grow and maintain knowledge in products and tools
  • Contribute to knowledge articles
  • Participate in individual or team projects, as needed, to expand client support offerings
  • 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
  • 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

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.
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