Client Support Specialist - Financial Planning Expert

eMoney Advisor; Oregon; Hybrid; USD 48,000 - 61,000; Full time

Benefits offered by this job

annual bonus program

retirement contributions

health insurance

sick leave

parental leave

paid time off

Job summary

eMoney Advisor is seeking a Client Support Specialist to handle incoming inquiries, resolve issues, and escalate to tier two as needed. You will support advisors with planning scenarios, stay current on features, and maintain professional service quality across eMoney platforms.

Qualifications include 2+ years in a call center or similar role, a bachelor's or relevant experience, and familiarity with financial concepts. Strong problem solving and communication skills are essential.

Qualifications

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

Responsibilities

• 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.

Skills

Communication skills

Customer service

MS Office

Salesforce CRM

Spanish bilingual

Education

Bachelor's degree

Job description

eMoney Advisor is seeking a Client Support Specialist to handle incoming inquiries, resolve issues, and escalate to tier two as needed. You will support advisors with planning scenarios, stay current on features, and maintain professional service quality across eMoney platforms.

Qualifications include 2+ years in a call center or similar role, a bachelor's or relevant experience, and familiarity with financial concepts. Strong problem solving and communication skills are essential.