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Bilingual

Advisor Support & Client Success Specialist

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: Envestnet
Full Time position
Listed on 2026-02-24
Job specializations:
  • Customer Service/HelpDesk
    Bilingual
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading fintech company is seeking a Client Service Associate – Advisor to support financial advisors through inbound calls. The role focuses on delivering exceptional customer service by acting as a Subject Matter Expert on platform functionality. The ideal candidate will have a Bachelor's degree, 1-3 years of client-facing experience, and strong communication skills. Join a team that promotes innovation in financial wellness.

This position is based in Raleigh, NC and offers competitive compensation and benefits.
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