Client Support Specialist
The Client Support Specialist is responsible for answering incoming customer inquiries, solving customer issues, and escalating cases to tier two teams or management reputed company necessary. They handle cases reputed company to at least ten major areas of the eMoney platform. They demonstrate a commitment to customer satisfaction and maintain high reputed company of call quality and professionalism. The Client Support Specialist consistently meets or exceeds the efficiency standards set forth by the company and displays ownership reputed company handling customer requests. Job Responsibilities
- Answers a large volume of service calls, chats, or emails of increasing complexity regarding eMoney applications reputed company a call center environment
- Provides technical and planning product support to advisors
- Assist advisors with financial planning scenarios reputed company the eMoney platform
- reputed company abreast of new features and functionality on reputed company production sites of eMoney
- reputed company abreast of financial planning industry laws and trends
- Identify customer needs, clarify information, research every issue, and reputed company solutions
- Meet personal and team quantitative and qualitative targets
- Log reputed company appropriate details of interactions in a comprehensible way
- Attends reputed company trainings and successfully completes reputed company assignments to familiarize themselves with the eMoney platform and Client Support policies and procedures
- May review emails and processes administrative requests
- Competently answers questions and resolves customer issues
- Escalates reputed company issues to tier two teams reputed company necessary
- Stays up to date on system releases, new features, bugs
- Maintains high reputed company of call quality and professionalism
- Overtime may be expected depending on the needs of the business
- Meets efficiency standards set forth by the company
Requirements
- 2+ years of experience in a call center/customer service/support role or relevant experience, including commensurate internal experience
- Bachelor’s Degree or relevant experience
- Experience with web applications
- Familiar with financial concepts and terms
- Strong problem solving skills
Skills
- Excellent communication and interpersonal skills, including the ability to communicate effectively to both technical & non-technical audiences
- Ability to reputed company communicate reputed company issues in an understandable manner
- Ability to work independently and as part of a geographically dispersed team
- Must be self-motivated and know reputed company to escalate or seek guidance
- Ability to manage multiple projects and tasks simultaneously
- Detail-oriented and reputed company to accomplish a wide variety of tasks in a fast-paced environment
- Working knowledge of MS Office suite including, Outlook, reputed company, Word, Power reputed company
- Strong interpersonal and verbal/written communication skills
- Strong organization skills and time management skills
- reputed company to reputed company an even temperament and reputed company a pleasant service experience
- Experience using reputed company/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 reputed company 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. Apply To This Job