Top 40 Wealth management client service associate Jobs in Raleigh, Nc

Client Service Associate - Tamarac Trading
Envestnet —Raleigh, NC
- $48,500 - $60,600 a year
- Full-time
- Hybrid work
- Research
- Office
- Finance
- Paid parental leave
- Disability insurance
12d
Client Service Associate - Advisor
Envestnet —Raleigh, NC
- $48,500 - $60,600 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Paid parental leave
- Disability insurance
2d
Client Service Associate - Tamarac Reporting
Envestnet —Raleigh, NC
- $48,500 - $60,600 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Bachelor's degree
- Paid parental leave
- Disability insurance
11d
Wealth Management Associate
Equitable Advisors —Raleigh, NC
- Entry level
- Employee stock purchase plan
- Disability insurance
Wealth Management Associate
Curi Capital —Raleigh, NC
- $60,000 - $70,000 a year
- Hybrid work
- Research
- Office
- Finance
- Paid holidays
- Disability insurance
Wealth Planning Senior Associate
CAPTRUST —Raleigh, NC
- $75,000 - $125,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health savings account
- Disability insurance
Assistant Store Manager - Crabtree
Sephora —Raleigh, NC
- $63,100 - $77,350 a year
- Weekends as needed
- Mid-level
- Ability to lift 50 pounds
- Supervising experience
- Health savings account
- Disability insurance
Senior Communications Associate
CAPTRUST —Raleigh, NC
- Full-time
- Research
- Mid-level
- Office
- Health savings account
- Disability insurance
Client Service Associate - NR
Stifel —Chapel Hill, NC
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
U.S. Private Bank - Private Banker - Associate
JPMorganChase —Raleigh, NC
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Investment Consultant - Durham, NC
Fidelity Investments —Durham, NC
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
Assistant Store Manager - Southpoint
Sephora —Raleigh, NC
- $63,100 - $77,350 a year
- Weekends as needed
- Mid-level
- Ability to lift 50 pounds
- Supervising experience
- Health savings account
- Disability insurance
8d
Market & Economic Research Analyst I
First Citizens Bank —Raleigh, NC
- Full-time
- Mid-level
- Office
- Finance
9d
Trading and Client Services Representative
First Citizens Bank —Raleigh, NC
- Full-time
- Mid-level
- Office
- High school diploma or GED
Universal Banker
First Horizon Bank —Raleigh, NC
- Full-time
- High school diploma or GED
- Mentoring
- Entry level
- Wellness program
- Health savings account
Quick Apply
2d
Life Insurance Broker
AMG Financial Services —Raleigh, NC
- $40,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- 18 years or older
- No experience needed
- Opportunities for advancement
- Flexible schedule
Quick Apply
12d
Premier Client Banker II
First Citizens Bank —Raleigh, NC
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
5d
IT Quality Assurance Analyst II (Remote TX, NC, AZ)
First Citizens Bank —Raleigh, NC
- Full-time
- Mid-level
- High school diploma or GED
- Bachelor's degree
Investment Retention Specialist
First Citizens Bank —Raleigh, NC
- Full-time
- Office
- High school diploma or GED
- Bachelor's degree
Fiduciary Officer
First Citizens Bank —Raleigh, NC
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED

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Client Service Associate - Tamarac Trading

Envestnet -
Raleigh, NC

Apply Now

Job Details

Full-time
$48,500 - $60,600 a year
12 days ago

Benefits

Paid parental leave
Disability insurance
Health insurance
Tuition reimbursement
Paid time off
Parental leave
401(k) matching

Qualifications

Managing clients in a customer support role
Bachelor's degree
Financial product expertise
Financial services
Productivity software
Technical Proficiency
Financial markets knowledge
Client interaction via phone calls

Full Job Description

Description

Job Location

The primary work location for this role is Raleigh, NC office with a hybrid work model.

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

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.

How You’ll Contribute

Serves as a primary point of contact for clients, ensuring timely, accurate and professional resolution of questions related to the company’s technology platforms and investment solutions. Supports advisors, home offices and institutional clients by troubleshooting issues, guiding users through workflows and coordinating with internal product, operations and engineering teams to deliver effective solutions.

Gains familiarity with Client Service Support concepts, practices and methodologies.
Serving as a first point of contact for clients, responding to basic service inquiries by phone, email or case management systems.
Assisting with account setup, maintenance and updates.
Researching and resolving routine account and platform usage issues.
Providing support and training to clients on how to effectively use Tamarac Trading in their practices, including 1:1 web training when needed.
Providing website functionality support and training to clients for Trading needs
Coordinating with internal teams, such as operations, compliance and technology to ensure timely issue resolution, escalating when necessary.
Setting and managing client expectations, documenting actions taken and issue resolution status.
Establishes and maintains positive, professional client relationships.
Learns and follows regulatory, security and data privacy requirements.
Learns and gains expertise in Envestnet products, Tamarac Trading workflows, tools and policies to provide clear and consistent client guidance.
Meets service level agreement standards for response time and quality expectations.
Participates in individual or team projects assigned to expand client support offerings.

What You’ll Need to Bring

Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.
Bachelor’s degree in business, finance or related field of study.
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

This role offers a base salary range of $48,500 to $60,600. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws. This role is eligible for an additional incentive component as part of the total rewards package.

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 [email protected]. 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.

#LI-LM1

Apply Now

Refine Your Search

wealth management client service associate jobs in raleigh, nc

Client Service Associate - Tamarac Trading

Client Service Associate - Advisor

Client Service Associate - Tamarac Reporting

Wealth Management Associate

Wealth Management Associate

Wealth Planning Senior Associate

Assistant Store Manager - Crabtree

Senior Communications Associate

Client Service Associate - NR

U.S. Private Bank - Private Banker - Associate

Investment Consultant - Durham, NC

Assistant Store Manager - Southpoint

Market & Economic Research Analyst I

Trading and Client Services Representative

Universal Banker

Life Insurance Broker

Premier Client Banker II

IT Quality Assurance Analyst II (Remote TX, NC, AZ)

Investment Retention Specialist

Fiduciary Officer

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