Client Support Specialist

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
• Experience using SalesForce/CRM program a plus

• Bi-lingual/Spanish speaking a plus

• Knowledge of the following topics is a plus: investment planning, retirement planning, life insurance planning, education planning, estate planning

The salary range for this position is $48,000 - $61,000; commensurate salary to be determined based on skills, professional background and expertise. This position is also eligible, pursuant to applicable eMoney policies, for the annual bonus program, retirement contributions, health insurance, sick leave, parental leave and paid time off.

At eMoney, we’re powering what’s possible in financial planning. Our mission is to help people talk about money and make more informed financial decisions. Through our comprehensive financial planning solutions, we help advisors bring clarity to complex decisions and deliver more personalized guidance.

Today, eMoney supports more than 138,000 financial professionals who guide the financial lives of over 7 million end clients. That reach gives every member of our team the opportunity to contribute to work that makes a meaningful, lasting impact.

We’re equally committed to powering what’s possible for our people. We foster an inclusive, people-first culture where diverse perspectives are valued, innovation is encouraged, and employees are supported in doing their best work.

eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Originally posted on Himalayas

• Customer Support Specialist
• Technical Support Specialist
• Support Specialist
• Call Center Representative

Source: Himalayas