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.
We are looking for a motivated Client Service Associate to be responsible for the technical support of Tamarac Advisor CRM software solution, built on the Microsoft Dynamics platform. 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.
POSITION: Client Service Associate
LOCATION: Seattle, WA
? Respond to and resolve 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 in Advisor CRM.
? Become 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.
? 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.
? Manage case load with timely and accurate documentation in Tamarac?s internal CRM.
? 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
? 1 -3 experience supporting software applications, experience with Microsoft CRM a plus
? 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)
? Client Focus
? Team Work & Collaboration
? Technical Aptitude
? Adaptability & Continuous Improvement
? Positive & Empowering Attitude
? Focus on Profitability
We're a diverse group of personalities who are extremely dedicated to our products. Our goals are incredibly ambitious, and we are looking for equally ambitious people to help us realize them. If this sounds like you, we encourage you to apply.
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