Client Service Associate - Tamarac Trading

Description Job Location

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 byhelpingadvisors meet the moment with its comprehensive technology, actionable insights, and industry leading support.

Backed byover
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.

For a deeper look at how Envestnet is shaping the future of financial advice,

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.

The Tamarac Trading team is looking for a Client Service Associate to provide technical support for the Tamarac Trading 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.

• 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 Trading in their practices, providing 1:1 web trainings when needed.
• Provide website functionality support and training to clients for all Trading 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
• 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.
• 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.

• 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.

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 solutions that make a real difference.

We value flexibility in how and where…