Emoneyadvisor Review
Client Support Specialist
Remote, United States
Sponsorship not specified$48k-$61kDetected 26 days ago
Research
About the role
- The Client Support Specialist is responsible for answering incoming customer inquiries, solving customer issues, and escalating cases to tier two teams or management when necessary. They handle cases related to at least ten major areas of the eMoney platform. They demonstrate a commitment to customer satisfaction and maintain high levels of call quality and
- professionalism. The Client Support Specialist consistently meets or exceeds the efficiency standards set forth by the company and displays ownership when handling customer requests. Job Responsibilities • Answers a large volume of service calls, chats, or emails of increasing complexity regarding eMoney applications within a call center environment •
Responsibilities
- Ability to manage multiple projects and tasks simultaneously
Requirements
- Strong aptitude for technology and experience with web applications
- Must be self-motivated and know when to escalate or seek guidance
Nice to have
- Answers a large volume of service calls, chats, or emails of increasing complexity regarding eMoney applications within a call center environment
- 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
- May review emails and processes administrative requests
Compensation
- Bi-lingual/Spanish speaking a plus The salary range for this position is $48,000 - $61,000; commensurate salary to be determined based on skills, professional background and expertise.
Benefits
- This position is also eligible, pursuant to applicable eMoney policies, for the annual bonus program, retirement contributions, health insurance, sick leave, parental leave and paid time off.
Company info
- Ability to work independently and as part of a geographically dispersed team
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