Client Support Specialist
Job Summary
To support a remote team, the full-time Associate Client Support Representative will manage incoming customer inquiries, resolve issues related to the eMoney platform, and escalate complex cases to higher tiers as necessary.
Key responsibilities
- Answers a high volume of service calls, chats, or emails regarding eMoney applications
- Provides technical and planning product support to financial advisors, assisting with various financial planning scenarios
- Maintains high levels of call quality and professionalism while meeting personal and team performance targets
Required qualifications
- 2+ years of experience in a call center or customer service/support role
- Bachelor's Degree or relevant experience
- Familiarity with web applications and financial concepts
- Strong problem-solving skills
- Experience using SalesForce/CRM programs is a plus
Complete Job Description
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