Associate Client Support Representative

eMoney Advisor

Client Support Representative supporting advisors using eMoney’s web-based wealth management platform. Resolving application issues, assisting with financial planning scenarios, and escalating complex cases.

Posted 8/18/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $42,900 - $56,250 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing technical support for eMoney applications while maintaining high call quality and professionalism. Proficient in financial planning concepts and capable of managing multiple tasks in a fast-paced call center environment.

Highest-signal resume keywords

2+ Years Call Center ExperienceTechnical Support for eMoney ApplicationsFinancial Planning KnowledgeStrong Problem-Solving SkillsBilingual/Spanish Speaking

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Web ApplicationsFinancial ConceptsMicrosoft OfficeSalesforce/CRMInvestment PlanningRetirement PlanningLife Insurance PlanningEducation PlanningEstate Planning

Soft Skills

Excellent Communication SkillsInterpersonal SkillsDetail-OrientedTime-Management SkillsSelf-Motivated

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Call Center EnvironmentCustomer ServiceTechnical SupportFinancial Planning Industry LawsClient Support Policies

About the role

Key responsibilities & impact

Answer a large volume of service calls, chats, or emails regarding eMoney applications in a call center environment
Provide technical and planning product support to advisors
Assist advisors with financial planning scenarios within the eMoney platform
Stay current on new features and functionality across eMoney production sites
Stay current on financial planning industry laws and trends
Identify customer needs, clarify information, research issues, and provide solutions
Meet personal and team quantitative and qualitative targets
Log interaction details comprehensibly
Attend training and complete assignments on the eMoney platform and Client Support policies and procedures
Review emails and process administrative requests
Answer questions and resolve customer issues
Escalate complex issues to tier two teams when necessary
Stay up to date on system releases, new features, and bugs
Maintain high call quality and professionalism
Meet company efficiency standards

Requirements

What you’ll need

2+ years of experience in a call center, customer service, or support role, or relevant experience including commensurate internal experience
Bachelor’s Degree or relevant experience
Experience with web applications
Familiarity with financial concepts and terms
Strong problem-solving skills
Excellent communication and interpersonal skills for technical and non-technical audiences
Ability to communicate complex issues clearly
Ability to work independently and as part of a geographically dispersed team
Self-motivated and able to determine when to escalate or seek guidance
Ability to manage multiple projects and tasks simultaneously
Detail-oriented and able to work in a fast-paced environment
Working knowledge of Microsoft Office, including Outlook, Excel, Word, and PowerPoint
Strong organization and time-management skills
Experience using Salesforce/CRM is a plus
Bilingual/Spanish speaking is a plus
Knowledge of investment planning, retirement planning, life insurance planning, education planning, or estate planning is a plus

Benefits

Comp & perks

Equal opportunity workplace
Diversity and inclusion culture
Overtime may be expected depending on the needs of the business