Data Support Analyst I jobs in United States
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eMoney Advisor · 3 hours ago

Data Support Analyst I

positionUnited States
timeFull-time
remoteRemote
seniorityEntry Level
money$50K/yr - $59K/yr
date2+ years exp

eMoney Advisor is a company dedicated to helping people talk about money through their wealth management system. They are seeking a Data Support Analyst I to provide proactive customer service, troubleshoot, diagnose, and resolve issues related to their aggregation systems.

Financial ServicesFinTechWealth Management
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Comp. & Benefits

Responsibilities

Provide Tier 2 level support via chat, email, and phone
Interface with end user clients to help troubleshoot and resolve technical issues, procedural issues, and ensure data transfer efficiencies
Interface with internal support teams on escalated issues – both customer and operations based
Adhere to team and individual key performance indicators (KPIs)
Stay up to date on system releases, new features, and bugs
Make outbound calls help expedite resolution
Provides a second level of support for account aggregation
Perform other duties as assigned

Qualification

Analytical skillsTechnical troubleshootingAggregation methods knowledgeCommunication skillsTime managementMS Office knowledgeTeam playerDetail orientedAdaptability

Required

Bachelor's degree or equivalent work experience required; college degree preferred
2 years customer service experience preferred
Team Player with the ability to work independently as needed
Ability to work overtime, including evenings and weekends as needed
Exceptional communication skills (both written and verbal)
Strong analytical and diagnostic skills
Working knowledge of different aggregation methods (Screen Scraping, API's, and File Based)
Understand the different types of financial accounts that can be aggregated
Ability to read and interpret different HTTP responses (JSON, XML, HTML and others)
Strong technical troubleshooting and critical thinking
Ability to adapt in a fast-paced environment while multitasking
Dependable, accountable, self-motivated, and drive to excel
Detailed oriented
Working knowledge of MS Office suite
Strong organization skills and excellent time management skills

Benefits

Annual bonus program
Retirement contributions
Health insurance
Sick leave
Parental leave
Paid time off

Company

eMoney Advisor

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Glassdoor4.1
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eMoney Advisor Pennsylvania-based wealth planning system for financial advisors.
dateFounded in 2001
location
Conshohocken, Pennsylvania, USA
people-size501-1000 employees
web-link
http://www.emoneyadvisor.com

Funding

Current Stage
Late Stage
Total Funding
unknown
2015-02-02Acquired

Leadership Team

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Susan McKenna
Chief Executive Officer
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Frank Trapiano
Head Of Client Services
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Recent News

Business Wire
Zocks and eMoney Announce Enhanced Integration Featuring AI-Powered Document Intelligence
2025-12-02
Morningstar.com
FP Alpha Announces Key Integration with eMoney; Streamlining Estate and Tax Planning for Financial Advisors
2025-11-19
Business Wire
SS&C Black Diamond Expands Financial Planning Application with eMoney Integration
2025-11-18
Company data provided by crunchbase