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Senior Client Service Associate
Posted on 9/2/2022
Raleigh, NC, USA
Experience Level
Desired Skills
  • 3-5 years of experience in financial services sphere, specifically the registered advisory, brokerage or financial services industry
  • 1+ year as a Client Service Associate
  • Proficiency in Microsoft Office programs required
  • Degree in Business, Finance or similar
  • Some travel may be required, up to 10%
  • Responsible for daily phone and/or email coverage
  • Provide support to clients regarding product functionality
  • Communicate and document Service Request status to advisors on a timely basis
  • Address and respond to internal inquiries regarding client accounts
  • Collaborate with team members to resolve client questions and requests accurately and in a timely manner
  • Partner with your team members, Manager, and Director to ensure standard processes and controls are in place to deliver consistent level of quality client services
  • Mentor CSAs; provide product training, as well as guidance and direction on driving clients towards best practice
  • Engage in defect management to help triage issues and determine whether development or training related
  • Grow and maintain knowledge in product and tools directly related to the position's responsibilities
  • 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
  • Tools/Products: Microsoft Dynamics, Salesforce: Financial Services Cloud

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