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Description
Envestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office.
Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.
Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.
Job Summary :
The Tamarac Reporting team is looking for a Client Service Associate to provide technical support for the Tamarac Reporting product.
This position is essential to ensuring the highest level of customer satisfaction through providing a high level of technical support and training on our products, differentiated by their consultative approach and strong sense of client advocacy when resolving issues.
The Client Service Associate develops strong relationships with their clients that begins with supporting new clients through their transition from implementation to the Advisor Services Team.
Job Responsibilities :
Required Qualifications :
About Us :
Envestnet is a leading independent provider of technology enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid sized financial advisory firms and larger financial institutions.
Envestnet's technology is focused on addressing financial advisors' front, middle, and back office needs while leveraging our platform to grow their businesses and expand client relationships.
We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
Why Choose Envestnet :
Salary :
The annual base salary range for this position is $44,000 to $66,000.
Envestnet is an Equal Opportunity Employer.
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE : ENV).
LI-RT1 #LI-Hybrid
Last updated : 2024-03-28
Full Time
Insurance
$49k-63k (estimate)
12/03/2023
05/10/2024
envestnet.com
CHICAGO, IL
3,000 - 7,500
2015
BABU SLVADASAN
$500M - $1B
Insurance
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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The job skills required for Client service associate include Client Service, Customer Service, Attention to Detail, Organizational Skills, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client service associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client service associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client service associate positions, which can be used as a reference in future career path planning. As a Client service associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client service associate. You can explore the career advancement for a Client service associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
01/13/2022: Albany, GA
Provided daily financial transaction services for clients while delivering excellent customer care.
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Understand Clients' business to predict their needs and provide appropriate solutions.
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Processes and follows up on client documentation for proper maintenance of accounts.
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Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Associate jobs
Client Service Associates may also handle client complaints and provide resolutions.
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Develop an ability to communicate effectively with clients, managers and other associates.
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May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
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Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
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Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.
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Step 3: View the best colleges and universities for Client Service Associate.