5 Client Service Associate - Tamarac Reporting Jobs in Raleigh, NC
Envestnet is Hiring a Client Service Associate - Tamarac Reporting Near Raleigh, NC
- 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 Reporting in their practices, providing 1:1 web trainings when needed.
- Provide website functionality support and training to clients for all financial reporting 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.
- 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
- Be a member of a leading financial services and products innovation company
- Competitive Compensation/Total Reward Packages that include:
- Health Benefits (Health/Dental/Vision)
- Paid Time Off (PTO) & Volunteer Time Off (VTO)
- 401K – Company Match
- Annual Bonus Incentives
- Equity
- Parental Stipend
- Tuition Reimbursement
- Student Debt Program
- Charitable match
- Wellness Program
- Work on global projects with diverse, energetic, team members who respect each other and celebrate differences
- The best work locations with unlimited snacks!
Job Summary
Full Time
Insurance
$49k-63k (estimate)
02/10/2024
06/08/2024
envestnet.com
CHICAGO, IL
3,000 - 7,500
2015
BABU SLVADASAN
$500M - $1B
Insurance
Related Companies
About Envestnet
WebbMason Analytics is now part of Envestnet, https://www.envestnet.com/ WebbMason Analytics specializes in accelerating analytics transformation of Fortune 2000 organizations from strategy to activation. Unlike many management consultancies, WMA is expertly equipped to design, deliver and implement complete solutions. Our team has deployed big data analytics platforms that source data from hundreds of systems. Our tight-knit, multidisciplinary team includes analytics consultants, analysts, architects, data engineers and scientists. It is our mission to help established enterprises embed advan...ced analytics into the hearts of their organizations. Whether we are implementing the latest technologies or data science models, our approach is transparent and aimed at helping, educating and motivating our stakeholders in the c-suite, the analytics department, the IT department and other business units. AWS Advanced Consulting Partner We are an Amazon Web Services (AWS) Advanced Consulting Partner with the experience to design, architect, build, migrate and manage workloads and applications on AWS. Weve been implementing AWS as the foundational technology for analytics platforms since 2010. Our team has built AWS-anchored platforms in retail, health care, transportation and other business areas to help transition legacy enterprises from traditional business practices to making decisions from insights based on hard data and advanced analytics. Solutions & Services: - Agile Analytics Development Lifecycle - Analytics Platform Development - Data Engineering & Data Science - Strategic Talent Planning & Management - Data and Analytics Governance - Framework for measuring ROI - Training: Technical, Process & Methodologies - Analytics Organization Strategy
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