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Client Service Associate - Tamarac Reporting

Envestnet

Raleigh, NC

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JOB DETAILS
JOB TYPE
Full-time
SKILLS
Administrative Policies, Bank Management, Business Practices, Communication Skills, Customer Experience, Customer Relations, Customer Satisfaction, Customer Support/Service, Customer Training, Detail Oriented, Finance, Financial Planning, Financial Reporting, Financial Services, Identify Issues, Legal, Link Performance, Microsoft Office, Multitasking, Online Training, Organizational Development/Management, Organizational Skills, Philosophy, Problem Solving Skills, Resolve Customer Issues, Rich Internet Application (RIA), Risk, Risk Management, Sales Management, Service Delivery, Service Level Agreement (SLA), Team Player, Technical Support, Telephone Skills, Time Management, Training/Teaching, Wealth Management
LOCATION
Raleigh, NC
POSTED
9 days ago

Description

Job Location   

The primary work location for this role is Raleigh, NC with a hybrid work model. The hours for this role are Monday thru Friday 10:30am - 7:30pm (supporting West Coast clients).

  

About Envestnet  

Envestnet is an adaptive WealthTech 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.   

   

For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.   

   

The Team You’ll Join  

The Service team at Envestnet plays a critical role in delivering an exceptional client experience, serving as a trusted partner to advisors using the Tamarac Reporting platform. Supporting financial professionals with technical expertise and consultative guidance, the team provides hands-on training, troubleshooting, and ongoing support to help clients maximize the value of their reporting tools. By building strong client relationships, collaborating across internal teams, and continuously enhancing support offerings, they drive customer satisfaction and long-term success—making it an exciting environment for those who enjoy combining problem-solving with meaningful client impact.

 

How You’ll Contribute   

The Tamarac Reporting team is looking for a Client Service Associate to provide technical support for the Tamarac Reporting 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 Reporting in their practices, providing 1:1 web trainings when needed.
  • Provide website functionality support and training to clients for all financial reporting 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.

 

What You’ll Need to Bring  

  • 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 

 

Why You’ll Enjoy Working at Envestnet  

Help shape the future of WealthTech. 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 work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.  

 

The opportunity is now!  

  

Sponsorship  

This position is not open to candidates requiring visa sponsorship  

  

Our Investment in You 

At Envestnet, our total rewards philosophy is designed to attract, motivate, and grow exceptional talent. We offer competitive, market-aligned compensation complemented with performance-linked incentives and rewards programs that recognize and reward impact.  

 

We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us.  Please visit our benefits page on our career site to learn more.  

   

Our Commitment to Inclusion & Belonging  

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.  

 

We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at 

careers@envestnet.com

. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.      

  

Recruitment Fraud 

At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud. 

 

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About the Company

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Envestnet