Client Service Associate - Tamarac Trading

Job Title

The primary work location for this role is Raleigh, NC office with a hybrid work model.

Envestnet is an adaptive Wealth Tech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.

You will join the Tamarac Trading Client Service team, which provides technical support, training, and client advocacy for users of the Tamarac Trading product. The team works closely with clients and internal partners to resolve questions, support product functionality, and deliver a high-quality service experience.

Serves as a primary point of contact for clients, ensuring timely, accurate and professional resolution of questions related to the company's technology platforms and investment solutions. Supports advisors, home offices and institutional clients by troubleshooting issues, guiding users through workflows and coordinating with internal product, operations and engineering teams to deliver effective solutions.

• Gains familiarity with Client Service Support concepts, practices and methodologies.
• Serving as a first point of contact for clients, responding to basic service inquiries by phone, email or case management systems.
• Assisting with account setup, maintenance and updates.
• Researching and resolving routine account and platform usage issues.
• Providing support and training to clients on how to effectively use Tamarac Trading in their practices, including 1:1 web training when needed.
• Providing website functionality support and training to clients for Trading needs
• Coordinating with internal teams, such as operations, compliance and technology to ensure timely issue resolution, escalating when necessary.
• Setting and managing client expectations, documenting actions taken and issue resolution status.
• Establishes and maintains positive, professional client relationships.
• Learns and follows regulatory, security and data privacy requirements.
• Learns and gains expertise in Envestnet products, Tamarac Trading workflows, tools and policies to provide clear and consistent client guidance.
• Meets service level agreement standards for response time and quality expectations.
• Participates in individual or team projects assigned to expand client support offerings.

• Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.
• Bachelor's degree in business, finance or related field of study.
• 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.

Help shape the future of Wealth Tech. At Envestnet you'll gain hands-on experience and collaborate with some of the industry's brightest minds to deliver meaningful, innovative…