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Client Support Specialist at eMoney Advisor LLC
Remote, Oregon, USA - Full Time
Skills Needed
Communication Skills, Management Skills, Investment, Financial Concepts, Interpersonal Skills, Life Insurance, Technology, Web Applications, Organization Skills
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Client Support Specialist at Central States Health Life Co of Omaha
Omaha, NE 68114, USA - Full Time
Skills Needed
Microsoft Products, Computer Skills, It, Teams, Disabilities, Management Skills, Communication Skills, Customer Service
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Resort Content Specialist at Vail Resorts Corporate
British Columbia, British Columbia, Canada - Full Time
Skills Needed
Copywriting, Skiing, Social Media, Teams, Premiere Pro, Communications, Visual Design, Powerpoint, Adobe Creative Cloud, Editing, Photoshop, English, Microsoft Office, Sprout Social, Models, Photo, Journalism, Flexible Schedule, Excel, Video Capture
Specialization
Communications journalism or marketing
Qualification
Graduate
Retail Service Specialist at O'Reilly Auto Parts
Winslow, Maine, United States - Full Time
Skills Needed
Strong Communication Skills, Customer Service, Retail Sales, Automotive Knowledge, Shift Management, Team Leadership, Problem Solving, Time Management, Bilingual, Inventory Management, Sales Programs, Returns Processing, Order Management, Merchandising, Security Procedures, Training
Specialization
Strong communication skills are required, along with the ability to obtain RSS Certification. Retail sales experience, preferably in auto parts, and automotive systems knowledge are desired.
Retail Service Specialist at O'Reilly Auto Parts
Clarinda, Iowa, United States - Full Time
Skills Needed
Strong Communication Skills, Customer Service, Retail Sales, Automotive Systems Knowledge, Shift Management, Team Leadership, Problem Solving, Time Management, Bilingual, Attention To Detail
Specialization
Strong communication skills are required, along with the ability to obtain RSS Certification. Retail sales experience, preferably in auto parts, and automotive systems knowledge are desired.
Senior Quality Specialist at EBR Systems, Inc.
Sunnyvale, California, United States - Full Time
Skills Needed
Quality Systems, Capa, Internal Audits, Complaint Tracking, Quality Metrics, Regulatory Requirements, Microsoft Office, Mastercontrol, Analytical Skills, Problem Solving, Communication Skills, Teamwork, Document Control, Iso 13485, Fda Regulations, Root Cause Analysis
Specialization
A bachelor's degree or equivalent experience is required, along with a minimum of 6 years' experience in a medical device company. Knowledge of regulatory requirements and proficiency in Microsoft Office are preferred.
Experience Required
Minimum 5 year(s)
Senior Payroll Specialist at Lawrence Berkeley National Laboratory
Berkeley, California, United States - Full Time
Skills Needed
Payroll Processing, Compliance, Timekeeping Policies, Data Analysis, Problem Solving, Communication Skills, Hris Systems, Excel Proficiency, Organizational Skills, Confidentiality, Policy Development, Team Collaboration, Attention To Detail, Reporting, System Testing, Tax Regulations
Specialization
Candidates should have a bachelor's degree in a relevant field and at least 3 years of payroll processing experience. A comprehensive understanding of payroll practices and strong organizational skills are essential.
Experience Required
Minimum 2 year(s)
Public Affairs Specialist at Centers for Disease Control and Prevention
Atlanta, GA 30333, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Communications Specialist at Alphabe Insight Inc
New Orleans, Louisiana, United States - Full Time
Skills Needed
Communication Skills, Content Development, Crisis Communication, Stakeholder Engagement, Project Management, Organizational Skills, Interpersonal Skills, Attention To Detail
Specialization
Candidates must have a Bachelor’s degree in Communications or a related field and at least 2 years of experience in a professional communications role. Strong verbal and written communication skills, along with the ability to manage multiple projects, are essential.
Experience Required
Minimum 2 year(s)
Online Auction Specialist at Caring Transitions
Milton, Delaware, United States - Full Time
Skills Needed
Attention To Detail, Efficiency, Creativity, Research, Photography, Communication, Reliability, Integrity, Professionalism
Specialization
Candidates should have a caring attitude and a genuine desire to assist seniors and their families. Strong communication skills, reliability, creativity, and the ability to work in a fast-paced environment are essential.
Data Analytics Specialist at Ingenics
Dallas, TX 75243, USA - Full Time
Skills Needed
Data Science, Data Analysis, Power Bi, Tableau, Excel, Sql, Statistics, Operations, Business Intelligence, Predictive Analytics
Specialization
Data science business intelligence statistics or related field
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Retail Service Specialist at O'Reilly Auto Parts
Lawrenceville, Georgia, United States - Full Time
Skills Needed
Strong Communication Skills, Customer Service, Retail Sales, Automotive Knowledge, Shift Management, Team Leadership, Problem Solving, Time Management, Attention To Detail, Bilingual Skills, Inventory Management, Sales Programs, Returns Processing, Merchandising, Security Procedures, Electronic Order Management
Specialization
Strong communication skills are required, along with the ability to obtain RSS Certification. Retail sales experience, automotive knowledge, and bilingual abilities are desired.
Specialist, Renewal Sales at CNX
, , Japan - Full Time
Skills Needed
Sales, Customer Engagement, Contract Renewal, Product Knowledge, Technical Understanding, Customer Satisfaction, Objection Handling, Crm Management, Lead Qualification, Lead Conversion, Team Collaboration, Communication, Forecasting, Problem Solving, Time Management, Customer Retention
Specialization
Candidates must possess strong product knowledge and technical understanding to assess client requirements effectively. Proficiency in both English and Japanese is required for this position.
Sales Specialist - Remote at Australian Direct Tutoring
Brisbane, Queensland, Australia - Full Time
Skills Needed
Tutoring
Qualification
Graduate
Reward Content Specialist at Primark
Reading, England, United Kingdom - Full Time
Skills Needed
Canva, Sharepoint, Teams, Editing, Communication Skills, Internal Communications, Corporate Communications, Microsoft, Adobe Creative Suite, Powerpoint
Qualification
Graduate
Network Specialist Senior at CGI
Montréal, QC, Canada - Full Time
Skills Needed
Checkpoint, Data Network, Security Operations, Computer Science, Technology, Fortinet, Netscaler, Internet Services, It Infrastructure Management, Writing, English, Security Automation, Traffic Engineering
Specialization
Computer science dec or equivalent technical certifications
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Cyber Security Specialist at Global Relay
Vancouver, BC, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Transportation Specialist at Cascadia Services Inc
Cleveland, OH 44109, USA - Full Time
Skills Needed
Communication Skills
Qualification
Graduate
Customs Specialist(USMCA) at Cube Hub Inc
Charlotte, NC 28273, USA - Full Time
Skills Needed
Communication Skills, Interpersonal Skills, Microsoft Excel, Customs Regulations, Sap, Powerpoint, Outlook
Qualification
Diploma
Experience Required
Minimum 2 year(s)
Client Success Specialist at Reader Precision Solutions
Elkhorn, WI 53121, USA - Full Time
Skills Needed
Learning, Outlook, Manufacturing, Customer Base, Reliability, Perspectives, Forecasting, Excel, Logistics Management, Flow Control, Continuous Improvement, Drive, Relationship Building, Analytical Skills, Accountability, Office Equipment, Disabilities, Defense
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Client Support Specialist at eMoney Advisor LLC
Remote, Oregon, USA -
Full Time


Start Date

Immediate

Expiry Date

27 Nov, 25

Salary

61000.0

Posted On

27 Aug, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Communication Skills, Management Skills, Investment, Financial Concepts, Interpersonal Skills, Life Insurance, Technology, Web Applications, Organization Skills

Industry

Financial Services

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

  • Answers a large volume of service calls, chats, or emails of increasing complexity regarding eMoney applications within a call center environment
  • Provides technical and planning product support to advisors
  • Assist advisors with financial planning scenarios within the eMoney platform
  • Keep abreast of new features and functionality on all production sites of eMoney
  • Keep abreast of financial planning industry laws and trends
  • Identify customer needs, clarify information, research every issue, and provide solutions
  • Meet personal and team quantitative and qualitative targets
  • Log all appropriate details of interactions in a comprehensible way
  • Attends all trainings and successfully completes all assignments to familiarize themselves with the eMoney platform and Client Support policies and procedures
  • May review emails and processes administrative requests
  • Competently answers questions and resolves customer issues
  • Escalates complex issues to tier two teams when necessary
  • Stays up to date on system releases, new features, bugs
  • Maintains high levels of call quality and professionalism
  • Overtime and closing schedules may be expected depending on business needs
  • Follows assigned schedule including start/stop, break and lunch times
  • Meets efficiency standards set forth by the company

Requirements

  • 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
  • Financial Paraplanner Qualified Professional (FPQP), Certified Financial Planner (CFP), or other financial planning related designations is strongly preferred
  • Knowledge/Experience supporting at least two of the following five topics: investment, retirement, life insurance, education, estate or related financial planning experience is strongly preferred
  • Strong aptitude for technology and experience with web applications
  • Familiar with financial concepts and terms
  • Strong problem-solving skills

Skills

  • 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

The salary range for this position is $47,000 - $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

Responsibilities
  • Answers a large volume of service calls, chats, or emails of increasing complexity regarding eMoney applications within a call center environment
  • Provides technical and planning product support to advisors
  • Assist advisors with financial planning scenarios within the eMoney platform
  • Keep abreast of new features and functionality on all production sites of eMoney
  • Keep abreast of financial planning industry laws and trends
  • Identify customer needs, clarify information, research every issue, and provide solutions
  • Meet personal and team quantitative and qualitative targets
  • Log all appropriate details of interactions in a comprehensible way
  • Attends all trainings and successfully completes all assignments to familiarize themselves with the eMoney platform and Client Support policies and procedures
  • May review emails and processes administrative requests
  • Competently answers questions and resolves customer issues
  • Escalates complex issues to tier two teams when necessary
  • Stays up to date on system releases, new features, bugs
  • Maintains high levels of call quality and professionalism
  • Overtime and closing schedules may be expected depending on business needs
  • Follows assigned schedule including start/stop, break and lunch times
  • Meets efficiency standards set forth by the compan
Client Support Specialist at eMoney Advisor LLC
Remote, Oregon, USA - Full Time
Skills Needed
Communication Skills, Management Skills, Investment, Financial Concepts, Interpersonal Skills, Life Insurance, Technology, Web Applications, Organization Skills
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Client Support Specialist at Central States Health Life Co of Omaha
Omaha, NE 68114, USA - Full Time
Skills Needed
Microsoft Products, Computer Skills, It, Teams, Disabilities, Management Skills, Communication Skills, Customer Service
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Resort Content Specialist at Vail Resorts Corporate
British Columbia, British Columbia, Canada - Full Time
Skills Needed
Copywriting, Skiing, Social Media, Teams, Premiere Pro, Communications, Visual Design, Powerpoint, Adobe Creative Cloud, Editing, Photoshop, English, Microsoft Office, Sprout Social, Models, Photo, Journalism, Flexible Schedule, Excel, Video Capture
Specialization
Communications journalism or marketing
Qualification
Graduate
Retail Service Specialist at O'Reilly Auto Parts
Winslow, Maine, United States - Full Time
Skills Needed
Strong Communication Skills, Customer Service, Retail Sales, Automotive Knowledge, Shift Management, Team Leadership, Problem Solving, Time Management, Bilingual, Inventory Management, Sales Programs, Returns Processing, Order Management, Merchandising, Security Procedures, Training
Specialization
Strong communication skills are required, along with the ability to obtain RSS Certification. Retail sales experience, preferably in auto parts, and automotive systems knowledge are desired.
Retail Service Specialist at O'Reilly Auto Parts
Clarinda, Iowa, United States - Full Time
Skills Needed
Strong Communication Skills, Customer Service, Retail Sales, Automotive Systems Knowledge, Shift Management, Team Leadership, Problem Solving, Time Management, Bilingual, Attention To Detail
Specialization
Strong communication skills are required, along with the ability to obtain RSS Certification. Retail sales experience, preferably in auto parts, and automotive systems knowledge are desired.
Senior Quality Specialist at EBR Systems, Inc.
Sunnyvale, California, United States - Full Time
Skills Needed
Quality Systems, Capa, Internal Audits, Complaint Tracking, Quality Metrics, Regulatory Requirements, Microsoft Office, Mastercontrol, Analytical Skills, Problem Solving, Communication Skills, Teamwork, Document Control, Iso 13485, Fda Regulations, Root Cause Analysis
Specialization
A bachelor's degree or equivalent experience is required, along with a minimum of 6 years' experience in a medical device company. Knowledge of regulatory requirements and proficiency in Microsoft Office are preferred.
Experience Required
Minimum 5 year(s)
Senior Payroll Specialist at Lawrence Berkeley National Laboratory
Berkeley, California, United States - Full Time
Skills Needed
Payroll Processing, Compliance, Timekeeping Policies, Data Analysis, Problem Solving, Communication Skills, Hris Systems, Excel Proficiency, Organizational Skills, Confidentiality, Policy Development, Team Collaboration, Attention To Detail, Reporting, System Testing, Tax Regulations
Specialization
Candidates should have a bachelor's degree in a relevant field and at least 3 years of payroll processing experience. A comprehensive understanding of payroll practices and strong organizational skills are essential.
Experience Required
Minimum 2 year(s)
Public Affairs Specialist at Centers for Disease Control and Prevention
Atlanta, GA 30333, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Communications Specialist at Alphabe Insight Inc
New Orleans, Louisiana, United States - Full Time
Skills Needed
Communication Skills, Content Development, Crisis Communication, Stakeholder Engagement, Project Management, Organizational Skills, Interpersonal Skills, Attention To Detail
Specialization
Candidates must have a Bachelor’s degree in Communications or a related field and at least 2 years of experience in a professional communications role. Strong verbal and written communication skills, along with the ability to manage multiple projects, are essential.
Experience Required
Minimum 2 year(s)
Online Auction Specialist at Caring Transitions
Milton, Delaware, United States - Full Time
Skills Needed
Attention To Detail, Efficiency, Creativity, Research, Photography, Communication, Reliability, Integrity, Professionalism
Specialization
Candidates should have a caring attitude and a genuine desire to assist seniors and their families. Strong communication skills, reliability, creativity, and the ability to work in a fast-paced environment are essential.
Data Analytics Specialist at Ingenics
Dallas, TX 75243, USA - Full Time
Skills Needed
Data Science, Data Analysis, Power Bi, Tableau, Excel, Sql, Statistics, Operations, Business Intelligence, Predictive Analytics
Specialization
Data science business intelligence statistics or related field
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Retail Service Specialist at O'Reilly Auto Parts
Lawrenceville, Georgia, United States - Full Time
Skills Needed
Strong Communication Skills, Customer Service, Retail Sales, Automotive Knowledge, Shift Management, Team Leadership, Problem Solving, Time Management, Attention To Detail, Bilingual Skills, Inventory Management, Sales Programs, Returns Processing, Merchandising, Security Procedures, Electronic Order Management
Specialization
Strong communication skills are required, along with the ability to obtain RSS Certification. Retail sales experience, automotive knowledge, and bilingual abilities are desired.
Specialist, Renewal Sales at CNX
, , Japan - Full Time
Skills Needed
Sales, Customer Engagement, Contract Renewal, Product Knowledge, Technical Understanding, Customer Satisfaction, Objection Handling, Crm Management, Lead Qualification, Lead Conversion, Team Collaboration, Communication, Forecasting, Problem Solving, Time Management, Customer Retention
Specialization
Candidates must possess strong product knowledge and technical understanding to assess client requirements effectively. Proficiency in both English and Japanese is required for this position.
Sales Specialist - Remote at Australian Direct Tutoring
Brisbane, Queensland, Australia - Full Time
Skills Needed
Tutoring
Qualification
Graduate
Reward Content Specialist at Primark
Reading, England, United Kingdom - Full Time
Skills Needed
Canva, Sharepoint, Teams, Editing, Communication Skills, Internal Communications, Corporate Communications, Microsoft, Adobe Creative Suite, Powerpoint
Qualification
Graduate
Network Specialist Senior at CGI
Montréal, QC, Canada - Full Time
Skills Needed
Checkpoint, Data Network, Security Operations, Computer Science, Technology, Fortinet, Netscaler, Internet Services, It Infrastructure Management, Writing, English, Security Automation, Traffic Engineering
Specialization
Computer science dec or equivalent technical certifications
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Cyber Security Specialist at Global Relay
Vancouver, BC, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Transportation Specialist at Cascadia Services Inc
Cleveland, OH 44109, USA - Full Time
Skills Needed
Communication Skills
Qualification
Graduate
Customs Specialist(USMCA) at Cube Hub Inc
Charlotte, NC 28273, USA - Full Time
Skills Needed
Communication Skills, Interpersonal Skills, Microsoft Excel, Customs Regulations, Sap, Powerpoint, Outlook
Qualification
Diploma
Experience Required
Minimum 2 year(s)
Client Success Specialist at Reader Precision Solutions
Elkhorn, WI 53121, USA - Full Time
Skills Needed
Learning, Outlook, Manufacturing, Customer Base, Reliability, Perspectives, Forecasting, Excel, Logistics Management, Flow Control, Continuous Improvement, Drive, Relationship Building, Analytical Skills, Accountability, Office Equipment, Disabilities, Defense
Qualification
Graduate
Experience Required
Minimum 3 year(s)
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