eMoney Advisor · 19 hours ago

Associate Client Support Specialist

United States

Full-time

Remote

New Grad, Entry Level

$40K/yr - $52K/yr

0+ years exp

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Financial ServicesFinTech

Comp. & Benefits

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Responsibilities

Manages a large amount of inbound calls, emails or chats in a timely manner related to at least five major areas of the eMoney platform

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

Attend all trainings and completes all assignments to familiarize themselves with the eMoney platform and Client Support policies and procedures

Answer service calls or emails of increasing complexity regarding eMoney applications as they progress through training, relying on resources when needed

Competently answer questions and resolves customer issues

Escalate complex issues to tier two teams when necessary

Stay up to date on system releases, new features, bugs

Maintain high levels of call quality and professionalism

Meet efficiency standards set forth by the company

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Customer service experienceWeb applicationsFinancial conceptsBilingual EnglishBilingual SpanishMS Office proficiencyProject managementCustomer focus