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Client Service Associate
Advisor
Confirmed live in the last 24 hours
Locations
Raleigh, NC, USA • Berwyn, PA, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Customer Service
Requirements
  • Bachelor's degree in business, finance or related field of study
  • Exemplary customer service and interpersonal skills
  • Comfortable operating in tight deadlines with the ability to balance multiple priorities
  • 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
Responsibilities
  • Act as a Subject Matter Expert both internally and externally on platform functionality
  • Provide support and training to clients on how to effectively use Envestnet in their practices via inbound phone calls
  • Demonstrate outstanding advisor support through proven service techniques
  • Ensure accuracy of internal knowledge sharing application (One Note)
  • Provide support and training to clients, specializing in helping advisors with website navigation of the Envestnet platform, and Operational Support for our RIA clients
  • 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 and managing client expectations for completion of work
  • 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
Desired Qualifications
  • Bachelor's degree in business, finance, or related field of study
  • 1-3 years of experience in the financial services area in a client facing role
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