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Remote Client Support Specialist — Financial Planning
Remote / Online - Candidates ideally in
Philadelphia, Philadelphia County, Pennsylvania, 19117, USA
Listed on 2026-08-31
Philadelphia, Philadelphia County, Pennsylvania, 19117, USA
Listing for:
eMoney Advisor
Remote/Work from Home
position Listed on 2026-08-31
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep
Job Description & How to Apply Below
eMoney Advisor is seeking a Client Support Specialist to handle inquiries, resolve issues, and escalate when needed. The role emphasizes customer satisfaction, high call quality, and ownership in resolving requests.
Responsibilities include assisting advisors with planning scenarios, staying current on features, and maintaining thorough case documentation. A Bachelor’s degree or equivalent experience is required.
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