Client Support Specialist
eMoney AdvisorUnited States
Posted November 14, 2025
47000 - 61000 USD year
Full Time
About the Company
eMoney Advisor provides technology solutions to strengthen client relationships, streamline operations, and drive growth for financial professionals serving millions of households.
Job Description
The Client Support Specialist is responsible for answering customer inquiries, solving customer issues, and escalating cases to tier two teams or management when necessary.
Requirements
- 2+ years of experience in a call center/customer service/support role
- Bachelor’s Degree or relevant experience
- Financial Paraplanner Qualified Professional (FPQP), Certified Financial Planner (CFP), or other financial planning related designations is strongly preferred
Benefits
- Annual bonus program
- Retirement contributions
- Health insurance
- Sick leave
- Parental leave
- Paid time off
