Help financial advisors get unstuck inside the eMoney platform by troubleshooting issues, answering high-volume calls/chats/emails, and escalating complex cases when needed. If you like solving problems fast, explaining tech clearly, and can keep your cool under pressure, this one fits.
About eMoney Advisor
eMoney is a web-based wealth management system built to help people talk about money, used by over 109,000 financial professionals and supporting more than 6 million end clients. They focus on transparency, security, mobile access, and organization.
Schedule
- Remote (United States)
- Call center environment with assigned schedules (start/stop, breaks, lunch)
- Overtime and closing schedules may be expected based on business needs
What You’ll Do
- Answer a high volume of service calls, chats, and emails of increasing complexity
- Provide technical and planning product support to financial advisors
- Help advisors build and troubleshoot financial planning scenarios inside eMoney
- Stay current on system releases, bugs, new features, and platform functionality
- Keep up with financial planning industry laws and trends
- Identify customer needs, research issues, and provide solutions
- Log interaction details clearly and accurately
- Attend trainings and complete assignments to learn the platform and support policies
- Escalate complex issues to Tier 2 teams when appropriate
- Meet efficiency standards and quality/professionalism targets
What You Need
- 2+ years in call center/customer service/support (or equivalent experience)
- Bachelor’s degree or equivalent experience
- Strong tech aptitude and experience supporting web applications
- Familiarity with financial concepts and terms
- Strong problem-solving skills
- Preferred: FPQP, CFP, or similar financial planning designation
- Preferred: Knowledge/experience supporting at least two of these areas: investment, retirement, life insurance, education, estate planning
- Plus: Salesforce/CRM experience
- Plus: Bilingual Spanish
Benefits
- Salary range: $48,000 – $62,000 (based on skills/experience)
- Eligible for annual bonus program (per policy)
- Retirement contributions
- Health insurance
- Sick leave, parental leave, paid time off
Quick gut-check (because I’m not going to let you waste time): if you don’t already speak “financial planning basics” and you hate phones, this will be a grind. But if you can learn fast, stay calm, and translate complicated stuff into plain English, you can absolutely win here.
Happy Hunting,
~Two Chicks…