Client Support Specialist
Job Summary
To support a growing team, the remote Client Support Specialist will manage incoming customer inquiries, provide technical support on the eMoney platform, and escalate complex issues to higher-tier teams as necessary.
Key responsibilities
- Answers a high volume of service calls, chats, or emails regarding eMoney applications within a call center environment
- Provides technical and planning product support to advisors, assisting with financial planning scenarios
- Maintains high levels of call quality and professionalism while meeting personal and team efficiency standards
Required qualifications
- 2+ years of experience in a call center/customer service/support role or relevant experience
- Bachelor's Degree or equivalent relevant experience
- Experience with web applications and familiarity with financial concepts and terms
- Strong problem-solving skills
- Ability to work independently and as part of a geographically dispersed team
Complete Job Description
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