Home
/
Customer Service
/
Client Support Specialist
Client Support Specialist-November 2024
San Diego
Nov 28, 2024
About Client Support Specialist

  The Client Support Specialist is responsible for answering incoming customer inquiries, solving customer issues and escalating cases to tier two teams or management when necessary. They handle cases related to at least ten major areas of the eMoney platform. They demonstrate a commitment to customer satisfaction and maintain high levels of call quality and professionalism. The Client Support Specialist consistently meets or exceeds the efficiency standards set forth by the company and displays ownership when handling customer requests.

  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 functionalityProvides support to Client Support team members in one or more areas of expertiseIdentify customer needs, clarify information, research every issue and provide solutionsMeet personal and team quantitative and qualitative targetsLog all appropriate details of interactions in a comprehensible wayAttends all trainings and completes all assignments to familiarize themselves with the eMoney platform and Client Support policies and proceduresAnswers service calls or emails of increasing complexity regarding eMoney applications as they progress through training, relying on resources when neededMay review emails and processes administrative requestsCompetently answers questions and resolves customer issuesEscalates complex issues to tier two teams when necessaryStays up to date on system releases, new features, bugsMaintain high levels of call quality and professionalismMeets efficiency standards set forth by the company

  Requirements

  1+ years of experience in a customer service/support role or relevant experienceFamiliar with at least two of the following five topics: investment planning, retirement planning, life insurance planning, education planning, estate planningFamiliar with web applicationsFamiliar with financial concepts and termsBS degree or relevant experienceBilingual in English and Spanish is a plus  

  Skills

  Excellent communication and interpersonal skills, including the ability to communicate effectively to both technical & non-technical audiencesAbility to work independently and as part of a geographically dispersed teamMust be self-motivated and know when to escalate or seek guidanceAbility to manage multiple projects and tasks simultaneouslyDetail-oriented and able to accomplish a wide variety of tasks in a fast-paced environmentWorking knowledge of MS Office suiteStrong interpersonal and verbal/written communication skillsStrong organization skills and time management skillsCustomer 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.  

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Customer Business Director
Date Posted: 2023-07-02 Country: Japan Location: JPN13111: RII Tokyo Japan, 1-11-44, Akasaka, Minato-ku M/S 12 Floor, Tokyo, 107-0052, Japan Position Role Type: Unspecified Customer Business Director
Teller PT
Employment Type: Part-Time, On-site #LI-ONSITE This Teller position starts at $15.60 per hour with an uncapped incentive opportunity based off individual performance. We also offer the following bene
Service Administrator
Service Administrator Description We are looking for a talented Service Administrator to join our team specializing in Service for our Sales and Service department at our branch in Tampa, FL. In this
IT Client Service Owner
Our story At Alight, we believe a company's success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to Be A
Senior Technical Support Engineer
#LI-FR2 We are Datadog's in-house product experts. The Technical Solutions team enables Datadog's worldwide growth by educating potential clients and ensuring that existing customers are happy and su
Call Center Representative
About Accolade Accolade (Nasdaq: ACCD) provides millions of people and their families with an exceptional healthcare experience that is personal, data driven and value based to help every person live
Microsoft Dynamics 365 Customer Engagement, Manager
A career in our Microsoft Dynamics team will provide the opportunity to help our clients transform their technology landscape across Front, Back and Mid-Office functions leveraging Microsoft Dynamics
Customer Service Representative-Remote
TransUnion's Job Applicant Privacy Notice What We'll Bring: We are looking for a Customer Service Support Representative to join our successful Client Services Sales team. This position will be respo
Client Solutions Manager, Apps & Gaming (Türkiye)
The Client Solutions Manager for Meta's Global Business Group team partners with our most strategic clients to make sure they are successful with Meta. This is an outstanding opportunity to be at the
International Client Service Associate
Overview Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus
Copyright 2023-2024 - www.zdrecruit.com All Rights Reserved