Senior Client Service Operations Specialist

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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

• Lead and coordinate day-to-day operational workflows, processes, and cross-functional activities. • Document, maintain, and update procedures; communicate changes and support staff training. • Coordinate with internal and external stakeholders on learning program logistics, including confirmations, attendance tracking, and inquiries. • Ensure data accuracy, consistency, and adherence to established processes across systems. • Administer and support systems including CRM systems, LMS platforms, reporting/BI tools, and related tools. • Maintain system configurations, user access, documentation, and data integrity. • Support operational system updates, troubleshooting, testing, and enhancements. • Manage CRM system content, provide user training, and communicate updates. • Partner with leadership to promote efficient use of technology. • Build, maintain, and distribute recurring reports and dashboards across key systems. • Troubleshoot system and reporting issues and coordinate with internal teams or external vendors for resolution. • Support reporting for coaching, training, productivity, and operational performance. • Identify trends, efficiencies, and improvement opportunities. • Ensure reporting accuracy and resolve data discrepancies. • Recommend and lead process standardization and continuous improvement, including migrating manual work to automated solutions. • Support survey creation and reporting. • Provide operational support for quote-to-cash processes, including Salesforce quote creation.

🎯 Requirements

• Bachelor’s degree in Business, Information Systems, or a related field, or equivalent work experience • 4+ years of experience in operations, systems, administration, reporting support, or related operational roles • Proficiency in Microsoft Office Suite, particularly Excel • Experience supporting enterprise business systems, operational reporting platforms, and learning technologies. Experience with enterprise platforms such as Salesforce, Power BI, and Docebo required. • Experience supporting dashboards, reporting processes, system configurations, workflows, and user access management required

🏖️ Benefits

• eligible for the annual bonus program • retirement contributions • health insurance • sick leave • parental leave • paid time off