Remote Client Support Specialist — Financial Planning

eMoney Advisor; United States; Remote; USD 42,000 - 64,000; Full time

Job summary

eMoney Advisor is seeking a Client Support Specialist to handle inquiries, resolve issues, and escalate when needed. The role emphasizes customer satisfaction, high call quality, and ownership in resolving requests.

Responsibilities include assisting advisors with planning scenarios, staying current on features, and maintaining thorough case documentation. A Bachelor’s degree or equivalent experience is required.

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

• Answer a high volume of service calls, chats, or emails in a call center environment.
• Provide technical and planning product support to advisors.
• Assist advisors with financial planning scenarios within the eMoney platform.
• Keep up to date with new features across eMoney production sites.

Skills

Customer service

Communication

Problem solving

Bilingual Spanish

Education

Bachelor’s Degree

Tools

Salesforce

Job description

eMoney Advisor is seeking a Client Support Specialist to handle inquiries, resolve issues, and escalate when needed. The role emphasizes customer satisfaction, high call quality, and ownership in resolving requests.

Responsibilities include assisting advisors with planning scenarios, staying current on features, and maintaining thorough case documentation. A Bachelor’s degree or equivalent experience is required.