Associate Client Support Representative

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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

• Answer a large volume of service calls, chats, or emails regarding eMoney applications in a call center environment • Provide technical and planning product support to advisors • Assist advisors with financial planning scenarios within the eMoney platform • Stay current on new features and functionality across eMoney production sites • Stay current on financial planning industry laws and trends • Identify customer needs, clarify information, research issues, and provide solutions • Meet personal and team quantitative and qualitative targets • Log interaction details comprehensibly • Attend training and complete assignments on the eMoney platform and Client Support policies and procedures • Review emails and process administrative requests • Answer questions and resolve customer issues • Escalate complex issues to tier two teams when necessary • Stay up to date on system releases, new features, and bugs • Maintain high call quality and professionalism • Meet company efficiency standards

🎯 Requirements

• 2+ years of experience in a call center, customer service, or support role, or relevant experience including commensurate internal experience • Bachelor’s Degree or relevant experience • Experience with web applications • Familiarity with financial concepts and terms • Strong problem-solving skills • Excellent communication and interpersonal skills for technical and non-technical audiences • Ability to communicate complex issues clearly • Ability to work independently and as part of a geographically dispersed team • Self-motivated and able to determine when to escalate or seek guidance • Ability to manage multiple projects and tasks simultaneously • Detail-oriented and able to work in a fast-paced environment • Working knowledge of Microsoft Office, including Outlook, Excel, Word, and PowerPoint • Strong organization and time-management skills • Experience using Salesforce/CRM is a plus • Bilingual/Spanish speaking is a plus • Knowledge of investment planning, retirement planning, life insurance planning, education planning, or estate planning is a plus

🏖️ Benefits

• Equal opportunity workplace • Diversity and inclusion culture • Overtime may be expected depending on the needs of the business