Associate, Technical Client Service

Client Service Full-Time Raleigh, North Carolina ReqID:4701


Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet 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.


Envestnet is seeking a talented and passionate Associate, Technical Client Services to join the Tamarac PortfolioCenter team. This team is responsible for PortfolioCenter product support.

If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.


The Associate, Technical Client Services will interact with internal and external clients to provide client service with demonstrable PortfolioCenter product knowledge while being able to work both independently as well as closely with the team.


Job Responsibilities:

  • Responsible for daily phone and/or email coverage.
  • Provide support to clients regarding product functionality.
  • Communicate and document Service Request status to advisors on a timely basis.
  • Address and respond to internal inquiries regarding client accounts.
  • 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.


Must Have:

  • Bachelor’s degree in business, finance, or related field of study.
  • Experience with wealth management or investments preferred.
  • Well-developed organizational skills, with attention to detail.
  • Ability to prioritize and maintain multiple client requests.
  • 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.
  • Commitment to provide positive client experience and reinforce the firm’s image as a premier financial services provider.
  • Effective and concise verbal and written communicator.
  • Fast learner with the ability to learn new technology, platforms.
  • Tech savvy and proficient in the Microsoft Suite of products including Word, Excel, and Outlook.
  • Applicants must be legally authorized to work in the United States at the time of application and not require employment visa sponsorship in the future.


Nice To Have:

  • MS SQL expertise


Why Choose Envestnet:

  • Be a member of a leading financial services and products innovation company
  • Competitive Compensation/Total Reward Packages that include:
    • Health Benefits (Health/Dental/Vision)
    • Paid Time Off (PTO) & Volunteer Time Off (VTO)
    • 401K – Company Match
    • Annual Bonus Incentive
    • Tuition Reimbursement
  • Working on global projects with team members all over the world!
  • Opportunity to work with top tiered clients, global 500 companies and startups
  • Work with diverse, energetic, team members who respect each other and celebrate differences
  • The best work location with unlimited snacks!


Envestnet is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.