Client Service Associate Envestnet Asset Management
THIS JOB HAS EXPIRED DescriptionEnvestnet Asset Management, Inc. (NYSE:ENV) is a leading independent provider of technology-enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front-, middle- and back-office needs. Envestnet is headquartered in Chicago.
We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
Currently we are seeking candidates who have an enthusiasm and commitment to provide a "Best in Class" client service experience to our Financial Advisors.
POSITION: Client Service Associate
LOCATION: Seattle, WA
The Client Service Associate is responsible for the successful account management of a client?s asset management system into the Tamarac Advisor software solution. This position is essential to ensuring the highest level of customer satisfaction through technical mentoring, coaching and consulting services, as well as acting as a client advocate to resolve issues, and to improve process and the application.
? Manage client technical service requests. Ensure timely resolution of customer issues, escalating when necessary. Ensure clients receive responses to phone/on-line requests within service level response times, as specified per contractual agreements and in service delivery plans.
? Become highly proficient using core support products.
? Establish and maintain a positive and professional relationship with clients.
? Analyze customer's business and technical requirements and deliver appropriate solutions.
? Work with clients to preserve the integrity of their workflows around Investment Policy, Portfolio Management and Trade Order Management
? Analyze and discuss solutions for client's requirements with regards to 3rd party applications and use of Tamarac's data outside of Tamarac products.
? Provide continuing education to clients on how to effectively use Tamarac in their practices.
? Communicate proactively with clients regarding product and program information, supportability issues, and strategic product plans where appropriate.
? Document client inquiries and reported problems and provide feedback to Tamarac?s R&D and Professional Services & Consulting departments.
? Share best practices with team members to enhance the quality and efficiency of client support.
? Participate in individual or team projects, as needed, to expand client support offerings.
? College Degree (Finance, Financial Planning, or Accounting degree preferred)
? 1-3 years experience in a financial services atmosphere, specifically the registered advisory, brokerage or financial services industry
? Ability to deliver quality service and problem solving skills remotely to clients and communicate complicated concepts in a concise and articulate way
? Experience in account management or service and support
? Strong verbal and written communication skills
? Detail oriented and excellent multi-tasking skills
? Exceptional interpersonal and organizational skills
? Must work well in a team environment and present a professional demeanor
? Must be flexible, reliable, trustworthy, and absolutely confidential with all matters
? Intermediate computer skills (i.e. Word, Excel, PowerPoint and Outlook)
EQUAL EMPLOYMENT OPPORTUNITY
Envestnet Asset Management is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
||Seattle, WA |
THIS JOB HAS EXPIRED