eMoney Advisor is seeking a Client Support Specialist to handle inquiries, resolve issues, and escalate when needed. The role emphasizes customer satisfaction, high call quality, and ownership in resolving requests.
Responsibilities include assisting advisors with planning scenarios, staying current on features, and maintaining thorough case documentation. A Bachelor’s degree or equivalent experience is required.
#J-18808-LjbffrRemote Client Support Specialist Financial Planning in workfromhome at Unknown Company
This position is listed as full time and onsite.