Full-Time
Client Service Associate
Tamarac Trading
Posted on 2/2/2025
Yodlee
501-1,000 employees
Data aggregation and analytics for finance
No salary listed
Entry, Junior
Raleigh, NC, USA
This is a hybrid role, with in-office work required at our Raleigh, NC office location.
- 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 Trading in their practices, providing 1:1 web trainings when needed.
- Provide website functionality support and training to clients for all Trading 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.
- Bachelor’s degree in business, finance or related field of study preferred.
Yodlee offers data aggregation and analytics services to financial institutions and fintech companies, helping them collect and organize financial data from various sources. This data is used to provide insights for wealth management and personalized financial advice. Yodlee differentiates itself with a subscription model and specialized products like transaction data enrichment, which enhance client offerings. The company's goal is to support clients in improving financial planning and customer engagement through actionable insights.
Company Size
501-1,000
Company Stage
Acquired
Total Funding
$160.8M
Headquarters
Tredyffrin Township, Pennsylvania
Founded
1999
Simplify's Take
What believers are saying
- Yodlee's open banking initiatives position it for growth in secure data sharing solutions.
- Partnerships with firms like Ocrolus enhance Yodlee's service offerings and data processing efficiency.
- Integration with HeirWealth highlights Yodlee's asset tracking capabilities for high net worth families.
What critics are saying
- Loss of key personnel like COO Arun Anur could disrupt strategic initiatives.
- Shift to API-driven data aggregation may require significant technology investments.
- Increased competition from platforms like Plaid could erode Yodlee's market share.
What makes Yodlee unique
- Yodlee offers comprehensive data aggregation and analytics for financial institutions and fintechs.
- The company provides specialized products like transaction data enrichment and virtual financial assistants.
- Yodlee's subscription model ensures long-term client relationships and ongoing support.
Help us improve and share your feedback! Did you find this helpful?
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
Company News
Anur joins from Yodlee, the data aggregation and analytics subsidiary of Envestnet, where he served as COO for over five years.
In November this year, open banking, data aggregation and analytics platform Yodlee, will turn sixteen in Australia. Yodlee launched on Aussie soil in November 2008, initially providing the white label Personal Financial Management application behind ANZ’s budgeting, financial management and investment planning tool – MoneyManager, and the landscape and Yodlee’s impact on Australia’s finance sector has evolved immeasurably ever since.From an industry perspective, Australia’s fintech sector has grown to a sizeable $45 billion; 2017 saw the launch of the Royal Commission into the banking, superannuation and financial services industries – which sparked an overhaul of the finance sector, putting integrity and customer centricity at the heart of everything it did; and in July 2020, the Consumer Data Right (CDR), otherwise known as open banking, launched in Australia. The period has also witnessed the advent of disruptive financial technologies like personal financial management platforms (PFMs), cryptocurrencies, BNPL, alternative lenders and many more.Yodlee’s own local footprint has evolved considerably. After launching as part of ANZ’s Money Manager, Yodlee has supported many key local industry players to develop new innovative tools that help Aussies better understand their finances. Its local product suite has grown to include flagship tools like Credit Accelerator, which leverages alternative lending data to create competitive offers, minimise risk, streamline the loan application process, and increase loan completion; as well as its fully accredited open banking User Interface solution FastLink 4, and Instant Account Verification which verifies financial accounts instantly.Furthermore, Yodlee’s Machine Learning-powered Transactional Data Enrichment (TDE) product means consumers can receive a greater level of clarity into their financial transactions. TDE augments and refines financial transaction data by adding a simple description, merchant name, category, and geolocation in a contextualised manner based on learnings from millions of transactions.In 2021, Yodlee perhaps achieved its most significant local milestone: becoming an Accredited Data Recipient and Intermediary under Australia’s Consumer Data Right (CDR).From screen scraping to open bankingPart of Australia’s move towards an open banking landscape has meant shifting from more traditional, manual screen scraping practices to digitised, API-driven ones
The finalists for Australia’s 2024 Finnies fintech business awards have been announced.The Finnies celebrates achievements across the various components of the fintech industry and among the services that support them.This year’s awards drew over 322 entries across 19 categories, creating a shortlist of 154 finalists.The Finnies is judged over two intense rounds involving over 70 experts from across the fintech ecosystem.For the first round, over 30 judges from across the fintech industry scrutinise all entries to create this year’s pool of finalists for each category.From here, a second round of judging will commence and another 40 new judges will pour through the finalists entries to pick one winner for each category.The winners will be announced at Doltone House in Jones Wharf on 6 June 2024.THE FINALISTS:1. BEST WORKPLACE DIVERSITYAssuranceLabBizcapEML PaymentsMYOBNovattiPokitPalTRAction2. EXCELLENCE IN ESTABLISHING GLOBAL MARKET PRESENCEAssuranceLabCake EquityData ZooEzyRemit WorldwideEmployment HeroFinmoLakeba GroupStables3. EXCELLENCE IN INDUSTRY COLLABORATIONS & PARTNERSHIPSAdatree, MogoPlus & Central Murray Credit Union – read herePaydock & Commonwealth Bank – read hereConnectID, Commonwealth Bank, NAB, Westpac & ANZDownsizer and Deposit Power – read hereElemnta and Colonial First State (CFS) – read hereHutly and Real Estate Institute of Victoria (REIV) – read hereHOPE Housing Fund Management and Police BankZepto and OZEDI – read here4. EXCELLENCE IN BUSINESS LENDINGBanjo LoansBizcapKashcadeLeaselabLumi FinanceProspaTYRO PaymentsValiant Finance5. EXCELLENCE IN CONSUMER LENDINGBeforepayBlock EarnerCarClarityDrivaMONEYMENimo IndustriesOwnHomePennant TechnologiesWisr6
HeirWealth, a Sydney-based wealthtech that is on a mission to help high net worth families have better intergenerational conversations about money, has turned on open data technology powered by global financial aggregator Envestnet | Yodlee.The HeirWealth platform provides family investors and their professional advisers with a view of assets and liabilities across 40 different classes, including traditional investments such as shares and property, and non-traditional assets such as collectibles.Including the Envestnet | Yodlee integration, the HeirWealth app has connectivity to 20,000 financial institutions globally, which can automatically aggregate into the wealth registry platform.“This integration allows continuous daily asset valuations for banking and investment products which, when fused with our market data feeds, provides our customers with richer platform experiences,” said Ray Tubman (pictured left), Founder & CEO of HeirWealth.“The HeirWealth platform provides simple yet powerful wealth tracking that allows individuals, families and professional advisers to organise everything together in one place,” continued Tubman.“That includes traditional investments like term deposits, shares and property, as well as alternative investments like private equity, and ‘assets of passion’ like fine wine, antiques and collectibles. You can even upload photos from your phone and leave annotations to capture your family’s story and legacy, so everything is recorded in one central vault, and it’s preserved for future generations,” added Tubman.The HeirWealth app is available directly to individual families and family offices in Australia and the UK. Per HeirWealth, it can also be white-labelled by financial advisers, wealth managers, accountants, lawyers, and other professionals and can add value as a client engagement and retention tool.As a client of global financial aggregator Envestnet | Yodlee, HeirWealth can access open banking data under Australia’s Consumer Data Right (CDR).“I’m excited to see open banking and data aggregation make wealth management easier for Australian families both now and in the future,” said Taner Uzelakcil (pictured right), Director – Enterprise Business Development A/NZ at Envestnet | Yodlee.According to HeirWealth, beyond simplifying wealth tracking in a central hub, the app supports deeper personal relationships, fostering opportunities for meaningful engagement with the next generation.“When my father passed, we had to rely on scraps of paper to discover that he had shares and different bank accounts,” said Tubman.“The forthcoming intergenerational wealth transfer is going to present a lot more challenges. Whether you want to start having those conversations now, or wait till later, centralising information in one secure location like HeirWealth is a great idea,” he added
Document automation platform Ocrolus announced it has teamed up with financial data aggregation and account verification expert Envestnet | Yodlee this week.