Taking applicationsVoice Support·Posted 16d ago
Client Support Specialist
eMoney Advisor
Remote
Pay
$23–$29.5/hr
Job type
Full-time · Remote
Hours
Flexible
Location
Worldwide
Open to people in the United States
EnglishMid level
About the role
Remote full-time role answering incoming customer inquiries and resolving issues for eMoney's financial planning platform. The job includes technical and planning product support for advisors, with pay of $48,000–$61,000 per year and benefits.
What you'll do
- Answer service calls, chats, and emails
- Provide technical and planning product support to advisors
- Assist with financial planning scenarios
- Identify customer needs and research solutions
- Log interaction details
- Escalate complex issues to tier two teams
- Stay current on system releases, features, and bugs
- Meet personal and team targets
What you'll need
- 2+ years call center/customer service/support experience
- Bachelor’s Degree or relevant experience
- Experience with web applications
- Familiarity with financial concepts and terms
- Strong problem-solving skills
Skills
Communication and interpersonal skillsProblem solvingMS Office (Outlook, Excel, Word, PowerPoint)Salesforce/CRMSpanish bilingual a plusFinancial planning knowledgeWeb applicationsOrganization and time management
Benefits
Health insurancePaid time offPerformance bonusRetirement contributionsSick leaveParental leave
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