Client Success Associate, Reporting (Hybrid Raleigh
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-08-22
Listing for:
Envestnet
Full Time
position Listed on 2026-08-22
Job specializations:
-
Customer Service/HelpDesk
HelpDesk/Support, Client Relationship Management, Customer Service Rep
Job Description & How to Apply Below
Envestnet’s Tamarac Reporting team is seeking a Client Service Associate to deliver technical support and client-focused training for our reporting product. You will establish strong client relationships, respond to inquiries, and guide customers through implementation and optimization.
Work closely with the Advisor Services Team, providing clear, concise explanations and proactive problem-solving while maintaining a high standard of customer care in a hybrid Raleigh environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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