eMoney Advisor - Client Support Specialist

• 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 • Familiar with financial concepts and terms • Excellent communication and interpersonal skills, including the ability to communicate effectively to both technical & non-technical audiences • Ability to clearly communicate complex issues in an understandable manner • Ability to work independently and as part of a geographically dispersed team • Must be self-motivated and know when to escalate or seek guidance • Ability to manage multiple projects and tasks simultaneously • Detail-oriented and able to accomplish a wide variety of tasks in a fast-paced environment • Working knowledge of MS Office suite including, Outlook, Excel, Word, Power Point • Strong interpersonal and verbal/written communication skills • Strong organization skills and time management skills • Able to keep an even temperament and provide a pleasant service experience • Experience using SalesForce/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 range 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. • At eMoney, we’re powering what’s possible in financial planning. Our mission is to help people talk about money and make more informed financial decisions. Through our comprehensive financial planning solutions, we help advisors bring clarity to complex decisions and deliver more personalized guidance.