Client Support Specialist

🕒 4 days ago

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eMoney Advisor

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2000

💸 Finance

☁️ SaaS

🤝 B2B

Finance • SaaS • B2B

eMoney Advisor is a financial planning software company. eMoney provides cloud-based planning tools and a client portal for financial advisors, including features such as Monte Carlo analysis, account aggregation, decision center, plan summaries, and API/aggregation integrations. Their products (Plus, Pro, Premier, Enterprise) support goals-based and cash-flow planning, client engagement, and enterprise deployments for banks, broker-dealers, and RIAs. eMoney focuses on improving advisor efficiency, client satisfaction, and scalability of planning services.

📋 Description

• Answers a large volume of service calls, chats, or emails of increasing complexity regarding eMoney applications within a call center environment • Provides technical and planning product support to advisors • Assist advisors with financial planning scenarios within the eMoney platform • Keep abreast of new features and functionality on all production sites of eMoney • Keep abreast of financial planning industry laws and trends • Identify customer needs, clarify information, research every issue, and provide solutions • Meet personal and team quantitative and qualitative targets • Log all appropriate details of interactions in a comprehensible way • Attends all trainings and successfully completes all assignments to familiarize themselves with the eMoney platform and Client Support policies and procedures • May review emails and processes administrative requests • Competently answers questions and resolves customer issues • Escalates complex issues to tier two teams when necessary • Stays up to date on system releases, new features, bugs • Maintains high levels of call quality and professionalism • Overtime may be expected depending on the needs of the business • Meets efficiency standards set forth by the company

🎯 Requirements

• 2+ years of experience in a call center/customer service/support role or relevant experience, including commensurate internal experience • Bachelor’s Degree or relevant experience • Experience with web applications • Familiar with financial concepts and terms • Strong problem solving skills

🏖️ Benefits

• Annual bonus program • Retirement contributions • Health insurance • Sick leave • Parental leave • Paid time off