Client Advisor jobs in the United States

Job Responsibilities

• Manages a large amount of inbound calls, emails or chats in a timely manner related to at least ten major areas, including expertise in one or more areas of core planning functionality
• Provides support to Client Support team members in one or more areas of expertise
• 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 completes all assignments to familiarize themselves with the eMoney platform and Client Support policies and procedures
• Answers service calls or emails of increasing complexity regarding eMoney applications as they progress through training, relying on resources when needed
• 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
• Maintain high levels of call quality and professionalism
• Meets efficiency standards set forth by the company

Requirements

• 1 years of experience in a customer service / support role or relevant experience
• Familiar with at least two of the following five topics : investment planning, retirement planning, life insurance planning, education planning, estate planning
• Familiar with web applications
• Familiar with financial concepts and terms
• BS degree or relevant experience
• Bilingual in English and Spanish is a plus

Skills

• Excellent communication and interpersonal skills, including the ability to communicate effectively to both technical & non-technical audiences
• 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
• Strong interpersonal and verbal / written communication skills
• Strong organization skills and time management skills
• Customer focus and adaptability to different personality types

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.

Last updated : 2024-06-04