Client Service Associate


Posted on 5/22/2024



501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics


Raleigh, NC, USA + 1 more

Required Skills
Customer Service
  • 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
  • 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

Envestnet | Yodlee is a global leader in data aggregation and analytics, offering solutions for consumers and financial institutions, including data aggregation, analytics, account verification, and APIs for personalized FinTech experiences with comprehensive and accurate data. Their technology products encompass data aggregation, analytics, account verification, and easy-to-implement APIs, catering to the needs of over 1,400 financial institutions and FinTech companies, including 15 of the top 20 U.S. Banks.

Company Stage


Total Funding



Redwood City, California



Growth & Insights

6 month growth


1 year growth


2 year growth



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