Client Support Specialist
Job Summary
Working remotely, the full-time Client Support Specialist will manage incoming customer inquiries, resolve issues related to the eMoney platform, and escalate complex cases to tier two teams while maintaining high standards of customer satisfaction.
Key responsibilities
- Answers a high volume of service calls, chats, or emails regarding eMoney applications
- Provides technical support and assists advisors with financial planning scenarios within the eMoney platform
- Maintains up-to-date knowledge of new features, industry laws, and trends to effectively address customer needs
Required qualifications
- 2+ years of experience in a call center or customer service/support role
- Bachelor's Degree or relevant experience
- Experience with web applications and familiarity with financial concepts
- Strong problem-solving skills
- Ability to work independently and collaboratively in a remote team environment
Complete Job Description
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