Similar Jobs
See allClient Operations Associate
Wealthsimple
Canada
Customer Service
Communication
Problem Solving
Customer Support Specialist
Juniper Square
US
Troubleshooting
Problem Solving
Communication
Client Service Associate
ASL Financial, LLC
US
Financial Services
Client Service
Organization
Client Specialist
GFI Team Ikigai
US
Customer Service
Leadership
Problem Solving
Customer Support Specialist
Fabric by Gerber Life
US
Customer Support
Live Chat
Financial Services
About the Role:
- The Client Support Specialist answers incoming customer inquiries and solves issues within the eMoney platform.
- This role handles cases across multiple areas and escalates complex issues to tier two teams when necessary.
Key Responsibilities:
- Provide technical and planning product support to advisors via calls, chats, or emails.
- Assist with financial planning scenarios and stay up to date on system releases and features.
- Log interactions and meet personal and team targets.
Requirements:
- 2+ years of customer service experience and a Bachelor's degree or relevant experience.
- Strong problem-solving skills and familiarity with financial concepts.
- Excellent communication skills and ability to work independently.
eMoney Advisor
eMoney Advisor provides a web-based wealth management system designed to help financial advisors serve their clients. The company serves over 109,000 financial professionals and supports 6 million end clients, with a culture that values diversity and inclusion.