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Description
The Client Support Specialist is responsible for answering incoming customer inquiries, solving customer issues and escalating cases to tier two teams or management when necessary.
They handle cases related to at least ten major areas of the eMoney platform. They demonstrate a commitment to customer satisfaction and maintain high levels of call quality and professionalism.
The Client Support Specialist consistently meets or exceeds the efficiency standards set forth by the company and displays ownership when handling customer requests.
Job Responsibilities
Requirements
Skills
The salary range for this position is $46,000 - $60,000; 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.
At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it's the only wealth management system that offers transparency, security, mobile access, and superior organization.
Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 100,000 financial professionals and support over 5 million end clients.
At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work.
Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results.
eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
Last updated : 2024-04-23
Full Time
Investment Management
$50k-63k (estimate)
04/29/2023
04/30/2024
emoneyadvisor.com
WAYNE, PA
500 - 1,000
2000
EDWARD O' BRIEN
$200M - $500M
Investment Management
The job skills required for Client support specialist include Planning, Written Communication, Life Insurance, Customer Satisfaction, Communicates Effectively, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client support specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client support specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client support specialist positions, which can be used as a reference in future career path planning. As a Client support specialist, it can be promoted into senior positions as a Customer Service Team Leader that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client support specialist. You can explore the career advancement for a Client support specialist below and select your interested title to get hiring information.
If you are interested in becoming a Client Support Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Support Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Support Specialist job description and responsibilities
Ensure positive client experience through high quality service and communication thereby attaining client retention.
01/29/2022: Spokane, WA
Handle client engagement document control and execute filing system policies.
03/29/2022: Temple, TX
They are responsible for the overall results of the support team plus hiring, training, and retention of support employees.
02/09/2022: Rock Hill, SC
Support requests pertain to usage questions or clarification of documentation.
02/22/2022: Pascagoula, MS
Client Support Specialists are responsible for ensuring excellent client experiences and thus maximizing business.
03/10/2022: Reno, NV
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Support Specialist jobs
Client support specialists must be able to handle a variety of situations with professionalism and tact.
03/02/2022: Cedar Rapids, IA
Communicate clearly with customers.
04/03/2022: Yakima, WA
Positive feedback helps the client progress and move through negative self-talk, ambivalence, resistance and other hurdles.
02/21/2022: Wichita Falls, TX
Aspiring candidates must provide excellent service and meet client needs while offering cost effective technological solutions to the organization.
04/07/2022: Detroit, MI
Dealing with customers and clients requires a lot of patience, kindness, and understanding.
03/15/2022: Spartanburg, SC
Step 3: View the best colleges and universities for Client Support Specialist.