Signature Services Representative at Yodlee

Description

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 Envestnet in their practices.
  • Initiate service requests and 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.
  • Coordinate client communications with the Regional Sales team regarding new account updates, while growing and maintaining knowledge in products and tools.
  • Participate in individual or team projects, as needed, to expand client support offerings.
  • 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.

Requirements:

  • Bachelor’s degree in business, finance or related field of study preferred.
  • 1+ years of experience in financial services operations and client service, including internships.
  • Experience with wealth management or investments preferred.
  • Ability to 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.
Compensation, Benefits, & Perks:
Envestnet offers the following exceptional benefits: competitive compensation, 401k, unlimited snacks, flexible hours/paid time off, and excellent health/dental/vision insurance. We treat our employees well and offer tremendous growth opportunities. Challenging work pushes our people to be creative in a casual environment that is caring, fun, and collaborative. We believe that when you have smart, happy people working together you can produce something special.
Envestnet is an equal opportunity employer.

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