Client Success & Platform Support Pro

eMoney Advisor; United States; On-site; USD 48,000 - 61,000; Full time

Benefits offered by this job

Health insurance

Retirement contributions

Paid time off

Parental leave

Sick leave

Annual bonus program

Job summary

eMoney Advisor is seeking a Client Support Specialist to answer inquiries, resolve issues, and escalate when needed. You will support advisors and users across multiple areas of the eMoney platform, maintaining high call quality and professionalism.

This role emphasizes customer satisfaction, problem solving, and teamwork in a fast-paced environment. A bachelor’s degree or equivalent experience, 2+ years in a service role, and familiarity with web apps and financial concepts are required.

Qualifications

• 2+ years in a call center or customer service role.
• Bachelor’s Degree or relevant experience.
• Experience with web applications and familiarity with financial concepts.

Responsibilities

• Answer a large volume of service calls, chats, or emails of increasing complexity regarding eMoney applications.
• Provide technical and planning product support to advisors.
• Assist advisors with financial planning scenarios within the eMoney platform.
• Stay updated on new features across all production sites of eMoney.
• Identify customer needs, clarify information, research issues, and provide solutions.
• Meet personal and team quantitative and qualitative targets.
• Log interactions in a clear, comprehensible way.
• Escalate complex issues to tier two teams when necessary.

Skills

Communication

Interpersonal skills

Time management

Problem solving

Team collaboration

Independent work

Multitasking

MS Office

Salesforce / CRM

Bilingual Spanish

Education

Bachelor’s Degree

Tools

Salesforce

Job description

eMoney Advisor is seeking a Client Support Specialist to answer inquiries, resolve issues, and escalate when needed. You will support advisors and users across multiple areas of the eMoney platform, maintaining high call quality and professionalism.

This role emphasizes customer satisfaction, problem solving, and teamwork in a fast-paced environment. A bachelor’s degree or equivalent experience, 2+ years in a service role, and familiarity with web apps and financial concepts are required.