Client Support Specialist

eMoney Advisor

. Answers a large volume of service calls, chats, or emails of increasing complexity regarding eMoney applications within a call center environment .

Posted 10/7/2026full-timeRemote • United StatesJuniorMid-Level💰 $48,000 - $61,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing technical support for eMoney applications while maintaining high call quality and professionalism. Proficient in financial planning concepts and effective communication with diverse audiences.

Highest-signal resume keywords

2+ Years Call Center ExperienceBachelor’s DegreeWeb Application ExperienceStrong Problem Solving SkillsMS Office Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Technical SupportFinancial PlanningEMoney Platform KnowledgeCall Quality ManagementIssue Resolution

Soft Skills

Excellent Communication SkillsInterpersonal SkillsDetail-OrientedTime Management SkillsAbility to Work Independently

Tools & Technologies

MS Office SuiteOutlookExcelWordPowerPoint

Industry Keywords

Financial Planning Industry LawsCustomer ServiceCall Center EnvironmentService CallsAdministrative Requests

About the role

Key responsibilities & impact

Answers a large volume of service calls, chats, or emails of increasing complexity regarding eMoney applications within a call center environment
Provides technical and planning product support to advisors
Assists advisors with financial planning scenarios within the eMoney platform
Keeps abreast of new features and functionality on all production sites of eMoney
Keeps abreast of financial planning industry laws and trends
Identifies customer needs, clarifies information, researches every issue, and provides solutions
Meets personal and team quantitative and qualitative targets
Logs all appropriate details of interactions in a comprehensible way
Attends trainings and successfully completes assignments on the eMoney platform and Client Support policies and procedures
May review emails and process administrative requests
Answers questions and resolves customer issues
Escalates complex issues to tier two teams when necessary
Stays up to date on system releases, new features, and bugs
Maintains high levels of call quality and professionalism
May work overtime depending on business needs
Meets company efficiency standards

Requirements

What you’ll need

2+ years of experience in a call center/customer service/support role or relevant experience, including commensurate internal experience
Bachelor’s Degree or relevant experience
Experience with web applications
Familiar with financial concepts and terms
Strong problem solving skills
Excellent communication and interpersonal skills, including the ability to communicate effectively to both technical & non-technical audiences
Ability to clearly communicate complex issues in an understandable manner
Ability to work independently and as part of a geographically dispersed team
Must be self-motivated and know when to escalate or seek guidance
Ability to manage multiple projects and tasks simultaneously
Detail-oriented and able to accomplish a wide variety of tasks in a fast-paced environment
Working knowledge of MS Office suite including, Outlook, Excel, Word, Power Point
Strong interpersonal and verbal/written communication skills
Strong organization skills and time management skills
Able to keep an even temperament and provide a pleasant service experience

Benefits

Comp & perks

Annual bonus program
Retirement contributions
Health insurance
Sick leave
Parental leave
Paid time off