No longer accepting applications
Client Service Associate Tamarac Trading
Envestnet YodleeRaleigh, NC, US27 days ago
Job type
- Full-time
Job descriptionPartner 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. 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. 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. 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. Be a member of an innovative and industry leading financial technology and solutions company Competitive Compensation / Total Reward Packages that include : Paid Time Off (PTO) & Volunteer Time Off (VTO) 401K Company Match Annual Bonus Incentives Parental Stipend Tuition Reimbursement Student Debt Program Charitable Match Wellness Program
Client Service Associate Tamarac Trading
Envestnet is seeking a Client Service Associate Tamarac Trading to join our Service department. This is a hybrid role, with in-office work required at our Raleigh, NC office location.
Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.
Envestnet's Strategy :
- Deliver the industry-leading wealth management platform, powered by advanced data and insights
- Leverage our scale and efficiencies to serve our clients' needs comprehensively
- Enable financial advisors to deliver more holistic advice reflecting a more complete view of their clients' financial lives, and in a more connected environment
Job Summary :
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.
Job Responsibilities :
Required Qualifications :
Envestnet :
Health Benefits (Health / Dental / Vision)
Envestnet is an Equal Opportunity Employer.
Create a job alert for this search
Client Service Associate • Raleigh, NC, US
Related jobs
This position provides client support for brokerage products, services, and accounts.Answers inquiries, resolves issues, and assists clients with requests.
Executes trading instructions on various s...Show moreLast updated: 5 days ago
Private Client Service Relationship Associate.Private Client Service delivers highly customized and comprehensive service to our clients.
As a key member of this team, the Relationship Associate wil...Show moreLast updated: 30+ days ago
Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...Show moreLast updated: 30+ days ago
Client Services Representative Remote – Legacy Wealth Associates About the Role We’re looking for a Client Services Representative to serve as the first point of contact for our clients...Show moreLast updated: 30+ days ago
Financial Services Associate Our client, a full service, international law firm with numerous Chambers rankings seeks an Associate Attorney to join the Finance, Bankruptcy & Restructuring pract...Show moreLast updated: 30+ days ago
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.
The Client Service Associate assists with the development and gr...Show moreLast updated: 30+ days ago
Entry Level Equity Trader Job at Maverick Trading.Maverick Trading, a 26-year old Entry Level Equity firm is looking to hire experienced and entry-level equity and equity and option traders.We are ...Show moreLast updated: 13 days ago Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis...Show moreLast updated: 10 days ago 
Category / Area of Expertise : Retail Operations Job Requisition : 442608 Address : USA-NC-Benson-700 E Parrish Dr Store Code : Store 02616 Market (7235046) Food Lion has been providing an easy, fresh an...Show moreLast updated: 30+ days ago
We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills.
If you enjoy building strong relationships with clients, then look n...Show moreLast updated: 4 days ago Remote Options Trader Opportunity at Maverick Trading.Maverick Trading has been a leader in proprietary trading for over 26 years.
We empower traders with access to firm capital, allowing them to re...Show moreLast updated: 13 days ago 
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 12 days ago Category / Area of Expertise : Retail Operations.Address : USA-NC-Zebulon-114 Wakelon Street.Market (7208851) Food Lion has been providing an easy, fresh and affordable shopping experience to the commu...Show moreLast updated: 24 days ago 
Midlevel Private Equity Associate.Charleston, SC | Charlotte, NC | Pittsburgh, PA | Raleigh, NC.Direct Counsel is representing an Am Law 100 firm.
Midlevel Private Equity Associate.The ideal candida...Show moreLast updated: 30+ days ago Remote Equity Trader Job at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a gl...Show moreLast updated: 13 days ago 
Institutional Support Associate II.CAPTRUST is seeking an Institutional Support Associate II who will support the Financial Advisor Service Team to service and retain institutional client relations...Show moreLast updated: 30+ days ago Remote Options Trading Job at Maverick Trading.Maverick Trading, a 26-year old Entry Level Equity firm is looking to hire experienced and entry-level equity and equity and option traders.We are a g...Show moreLast updated: 13 days ago 
Personal Insurance Account Servicing Position.Job Summary : Servicing, retention, and rounding of personal insurance accounts.
Responsible for all service-related activities within the book of busine...Show moreLast updated: 30+ days ago Remote Options Trader Position at Maverick Trading.Maverick Trading is a proven proprietary trading firm with more than 26 years of market expertise.
We empower traders with access to firm capital w...Show moreLast updated: 13 days ago Portfolio Implementation Associate.CAPTRUST is seeking a Portfolio Implementation Associate who will work in conjunction with the Investment Group to manage accounts.
As a Portfolio Implementation A...Show moreLast updated: 30+ days ago
- Promoted
Trading and Client Services Representative
First Citizens BankRaleigh, NC, USFull-time
- Promoted
Private Client Relationship Associate
Brown AdvisoryRaleigh, NC, USFull-time
- Promoted
Client Service Associate - NR
Stifel FinancialChapel Hill, NC, USFull-time
Client Services Representative
Legacy Wealth Associates, LLCRaleigh, NC, USFull-time
Quick Apply
Attorney - Financial Services Associate
Dauntless DiscoveryRaleigh, NC, USFull-time
Quick Apply
- Promoted
Registered Client Service Associate • •
Morgan StanleyRaleigh, NC, USFull-time
- Promoted
Entry Level Equity Trader
Maverick TradingDurham, NC, USAPart-time
- Promoted
Registered Client Associate
Morgan StanleyRaleigh, NC, USFull-time
- Promoted
FT Perishable Associate
Food LionBenson, NC, USFull-time
- Promoted
Client Service Associate
Jackson HewittSpring Lake, NC, USFull-time
- Promoted
Remote Independent Trader
Maverick TradingDurham, NC, USARemote
Part-time
- Promoted
Teller
PNCSpring Lake, NC, USFull-time +1
- Promoted
PT Perishable Associate
Food LionHolly Springs, NC, USFull-time
- Promoted
Private Equity Associate (4-6yrs) - Raleigh
Direct CounselRaleigh, NC, USFull-time
- Promoted
Remote Equity Trader
Maverick TradingRaleigh, NC, USARemote
Part-time
- Promoted
Institutional Client Management Associate II
CAPTRUSTRaleigh, NC, USFull-time
- Promoted
Remote Options Trading
Maverick TradingRaleigh, NC, USARemote
Part-time
- Promoted
Account Advisor, Private Client Services
Independent Insurance Agents of North CarolinaRaleigh, NC, USFull-time
- Promoted
Remote Equity / Option Trader
Maverick TradingRaleigh, NC, USARemote
Part-time
- Promoted
Portfolio Implementation Associate
CAPTRUSTRaleigh, NC, USFull-time