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Job Description Summary:
Envestnet | Tamarac provides an integrated, web-based suite of portfolio and client management software for independent advisors and wealth managers. Tamarac's technology offering is further complemented by a range of outsourced portfolio accounting services and enabling advisors to spend more time with clients and growing their business. Tamarac, a division of Envestnet, Inc. (NYSE:ENV), is a leading independent provider of technology-enabled investment and practice management solutions for independent financial advisors, as well as small and mid-sized financial advisory firms and larger financial institutions. Tamarac serves over 900 RIA firms, collectively managing more than $1 Trillion in assets. Investment Advisors that use Tamarac's solution range in size from managing less than $10 million in assets to over $10 billion. Tamarac was founded in 2000 and is headquartered in Seattle, WA.
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. Customer service is key. The ideal candidate demonstrates a consistently positive attitude, excellent time management, troubleshooting skills, and a strong client focus.
Collaborate with team members to resolve client questions and requests accurately and in a timely manner, escalating when necessary.
Partner with team members to ensure high quality customer service responding to client calls & emails within stated SLAs
Establish and maintain a positive and professional relationship with clients. Assist in setting & managing client expectations for completion of work
Provide continuing education to clients on how to effectively use Tamarac in their practices
Log internal and client-originating product feedback via Suggestion Box in Help Desk
Grow and maintain knowledge in products and tools
Contribute to knowledge articles
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
Ability to deliver quality service and problem solving skills remotely to clients and communicate complicated concepts in a concise and articulate way via phone & email
Experience in a financial services atmosphere specifically the registered advisory, brokerage or financial services industry preferred
Proficiency in MS Office Suite
Degree in Business, finance or similar preferred
NOTE: This is intended to describe the general content of and qualifications for the job. It is not intended as an exhaustive statement of all functions, duties, or desired qualifications.
Envestnet | Tamarac is an Equal Opportunity Employer
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!