Client Service Associate - Tamarac Trading

Primary work location: 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.

Responsibilities

• 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 Trading in their practices, including 1:1 web trainings when needed.
• Provide website functionality support and training to clients for all Trading 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.
• Understand and support Envestnet’s established corporate business practices, policies, internal controls, and procedures designed to create value or minimize risk.
• Adhere to and apply Envestnet legal, compliance, risk, business continuity, and administrative policy within the role and department(s), including timely completion of training, awareness, affirmations, and testing as requested.

Requirements

• 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 solve problems remotely while communicating complex concepts concisely via phone & email.
• Well-developed organizational skills with attention to detail.
• Comfortable operating under tight deadlines with the ability to balance multiple priorities.
• Ability to make decisions and implement solutions based on a thorough understanding of the financial industry and the firm’s products, policies, and procedures.
• Commitment to maintaining a professional demeanor and courtesy.
• Team player willing to build relationships and work both individually and collaboratively.
• Fast learner with the ability to adapt to 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 recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth.

Benefits

• Competitive, market-aligned compensation with performance-linked incentives and rewards programs.
• Comprehensive medical insurance.
• Paid time off (PTO).
• 401k company match.
• Paid parental leave.
• Education reimbursement.
• Disability coverage.
• Mental health & wellness support.

Benefits are subject to Envestnet’s plan eligibility rules. Visit our benefits page for more details.