If you like being the calm, competent voice in the chaos, this is that role. You’ll support financial advisors using the eMoney platform, solve issues across a wide range of topics, and keep your quality and efficiency numbers tight while juggling calls, chats, and email.
About eMoney Advisor
eMoney’s mission is to help people talk about money. Their web based wealth management platform helps financial professionals deliver transparent, secure, and organized planning experiences for millions of end clients.
Schedule
- Remote (United States)
- Call center environment with assigned start/stop, break, and lunch times
- Overtime and closing schedules may be required depending on business needs
What You’ll Do
- Handle a high volume of calls, chats, and emails with increasing complexity about eMoney applications
- Provide technical and planning product support to financial advisors
- Assist advisors with financial planning scenarios inside the platform
- Stay current on new features, releases, and known bugs
- Keep up with financial planning laws and industry trends
- Diagnose issues: clarify needs, research thoroughly, and deliver solutions
- Meet individual and team performance targets (quality and efficiency)
- Document interactions clearly in the case logging system
- Attend trainings and complete assignments to master the platform and support policies
- Escalate complex issues to tier two teams or management when needed
- Support some administrative requests and email reviews as assigned
What You Need
- 2+ years in a call center, customer support, or similar role (or equivalent internal experience)
- Bachelor’s degree or equivalent relevant experience
- Strong tech aptitude and comfort with web based applications
- Familiarity with financial concepts and terminology
- Strong problem solving skills
- Preferred: FPQP, CFP, or other financial planning designation
- Preferred: experience supporting at least 2 of these areas: investments, retirement, life insurance, education, estate planning
- Plus: Salesforce or other CRM experience
- Plus: bilingual Spanish
Benefits
- Salary range: $47,000–$61,000 (based on skills and experience)
- Eligible for annual bonus program (per company policies)
- Retirement contributions, health insurance, sick leave, parental leave, and paid time off
Quick move: if you don’t have FPQP or CFP, don’t self select out. Lead with your customer support performance, your ability to translate complex info for non technical people, and any finance adjacent experience (banking, benefits, billing, insurance, etc.). This role is basically “advisor whisperer.”
Happy Hunting,
~Two Chicks…