Client Support Specialist

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $48k - $61k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💝 Customer Support

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 • Assists advisors with financial planning scenarios within the eMoney platform • Keeps abreast of new features and functionality on all production sites of eMoney • Keeps abreast of financial planning industry laws and trends • Identifies customer needs, clarifies information, researches every issue, and provides solutions • Meets personal and team quantitative and qualitative targets • Logs all appropriate details of interactions in a comprehensible way • Attends trainings and successfully completes assignments on the eMoney platform and Client Support policies and procedures • May review emails and process administrative requests • Answers questions and resolves customer issues • Escalates complex issues to tier two teams when necessary • Stays up to date on system releases, new features, and bugs • Maintains high levels of call quality and professionalism • May work overtime depending on business needs • Meets company efficiency standards

🎯 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 • Excellent communication and interpersonal skills, including the ability to communicate effectively to both technical & non-technical audiences • Ability to clearly communicate complex issues in an understandable manner • Ability to work independently and as part of a geographically dispersed team • Must be self-motivated and know when to escalate or seek guidance • Ability to manage multiple projects and tasks simultaneously • Detail-oriented and able to accomplish a wide variety of tasks in a fast-paced environment • Working knowledge of MS Office suite including, Outlook, Excel, Word, Power Point • Strong interpersonal and verbal/written communication skills • Strong organization skills and time management skills • Able to keep an even temperament and provide a pleasant service experience

🏖️ Benefits

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