Associate Client Support Representative

14 minutes ago
Full-time
Junior
Customer and Technical Support
eMoney Advisor

eMoney Advisor

eMoney Advisor, LLC is a leading provider of technology solutions for financial advisors, empowering them to implement comprehensive financial plans and enhance client relationships with transparency and innovation.

Capital Markets
251-1K
Founded 2000

Description

  • Answer a high volume of customer calls, chats, and emails with increasing complexity in a call center environment.
  • Provide technical and planning product support to advisors using the eMoney platform.
  • Assist advisors with financial planning scenarios and related platform workflows.
  • Identify customer needs, research issues, and provide effective solutions.
  • Escalate complex cases to tier two teams or management when necessary.
  • Log interaction details accurately and clearly in the customer support system.
  • Stay current on new features, system releases, bugs, and platform functionality.
  • Complete required training and assignments to learn the platform, policies, and procedures.
  • Meet personal and team quantitative and qualitative performance targets.
  • Maintain high call quality, professionalism, and efficiency standards.

Requirements

  • 2+ years of experience in a call center, customer service, or support role, or relevant internal experience.
  • Bachelor’s degree or equivalent relevant experience.
  • Experience with web applications.
  • Familiarity with financial concepts and terms.
  • Strong problem-solving skills.
  • Excellent communication and interpersonal skills for both technical and non-technical audiences.
  • Ability to work independently and as part of a geographically dispersed team.
  • Working knowledge of MS Office, including Outlook, Excel, Word, and PowerPoint.
  • Experience with Salesforce/CRM tools is a plus.
  • Bilingual Spanish skills are a plus.

Benefits

  • Equal opportunity workplace committed to diversity and inclusion.
  • Mission-driven company focused on helping people talk about money.
  • Web-based platform with mobile access and strong organizational tools.
  • Opportunity to support a large user base of financial professionals and end clients.

Interested in this position?

Apply directly on the company website

Apply Now

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