Remote Client Support Specialist — Financial Planning
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-09-22
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Finance & Banking
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Customer Service/HelpDesk
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.
Our organisation is growing, and we are hiring a Remote Client Support Specialist — Financial Planning in United States.
The Remote Client Support Specialist — Financial Planning role at eMoney Advisor is now open for applications in United States.
Join us at eMoney Advisor as our next Remote Client Support Specialist — Financial Planning in United States.
We are currently recruiting a Remote Client Support Specialist — Financial Planning for our team in United States.
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