Customer Service Representative

Do want to be part of something great?  eMoney Advisor offers a faced paced, highly collaborative work environment that empowers each individual to reach their greatest potential!

We are seeking passionate and motivated Customer Service Representatives with a financial background to answer our customer inquiries.

Responsibilities

  • Manages a large amount of inbound calls 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 of increasing complexity regarding eMoney applications as they progress through training, relying on resources when needed
  • 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
  • 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

 

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 

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