Financial Planning Client Support Specialist
eMoney Advisor
eMoney Advisor is seeking a Client Support Specialist to handle inquiries, resolve issues, and escalate when needed. You will work with advisors and internal teams to ensure accurate, timely responses across the platform. Responsibilities include handling calls, chats, or emails, learning new features, staying compliant with industry practices, and maintaining high service quality. Bachelor's degree and 2+ years of experience are expected. #J-18808-Ljbffr eMoney Advisor
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Planning Client Support Specialist in New York, NY vacancy
- ...a plus Offer Long-term/full-time position Salary offer is at 31,391.08 gross 5,000 Client Deployment Allowance Pay begins on day 1 of training HMO, Loyalty Investment Fund, Memorial Plan, and other benefits Paid Leaves Attendance and performance-based incentives Quarterly...SuggestedFull timeImmediate startHome office
$48k - $61k
...The Client Support Specialist is responsible for answering incoming customer inquiries, solving customer issues,... ...call center environment Provides technical and planning product support to advisors Assist advisors with financial planning scenarios within the eMoney...Suggested- ...OneTouch Direct, LLC (OTD) is seeking a full-time Remote Client Support Agent to assist clients via phone, email, and chat. This role emphasizes timely responses and high customer satisfaction in a remote work environment. You will handle inquiries, demonstrate product...SuggestedFull timeRemote work
- ...The Butterfly Client Support team has the critical responsibility of ensuring all inquiries... ...empathetic client support As a Senior Support Specialist, you’ll be focused on solving the most... ..., dental, and vision (flexible buy‑up plans with employee contributions) Life...SuggestedWork experience placementImmediate startFlexible hours
- ...Our Company Arch is a Series B financial technology company that automates the management... ...team of 200+, serving over 400 clients, including several of America’s largest... ...in all departments as we scale. Client Support Specialist As a Client Support Specialist , you will...SuggestedFull timeWork at officeRelocation
$18 - $20 per hour
...As a Client Support Specialist at Rhythm, you will play a critical role in managing client interactions and supporting our remote patient monitoring services. You will primarily work within client systems, such as electronic health records, and execute various tasks requested...Hourly payFull timeWork at officeRemote workMonday to Friday2 days per week3 days per week- ...software firm in the United States is seeking a Customer Support Associate to ensure client satisfaction and provide exceptional service. You'll... ...manage inquiries, troubleshoot issues, and collaborate with specialists while maintaining comprehensive knowledge of products....Remote work
- ...limited supervision, provide support to Internal Data System and SMILE Financial Management System... ...May be responsible for planning and conducting training... ...with team members and/or clients. Participates in... ...Principles). Client Support Specialist should be able to apply...Daily paidWork at office
- ...Bilingual Client Support Specialist We seek a Bilingual Client Support Specialist to join our Program Development Team to help bring our life-changing program to more New Yorkers. The Client Support Specialist is fluent in both written and spoken English and Spanish...
- ...MaziCTools is looking for independent Client Support Delegates to provide exceptional customer care to Fortune 500 companies from the comfort of your home in the United States. This role allows you to manage your own schedule while delivering tailored support. The ideal...FreelanceRemote work
$40k - $50k
...Client Support Specialist Location: Remote • Type: Full-time Pay Range $40,000.00/yr - $50,000.00/yr Job Overview We are working with a well-established and growing Appraisal Management Company looking for a Client Support Specialist with prior AMC experience to support...Full timeRemote work$27 per hour
...MaziCTools is hiring a Client Support Specialist for a full-time remote position with a compensation of $27 per hour. The role involves providing assistance and maintaining positive relationships with customers while ensuring smooth operations at various locations. Successful...Hourly payFull timeRemote work- ...our company. This role involves managing calls, scheduling, and supporting administrative tasks while ensuring exceptional customer... ...enjoy flexible working conditions and be a vital part of our team in enhancing client experiences. #J-18808-Ljbffr Invicta SoftwareRemote jobFlexible hours
- American Income Life Insurance Company is seeking a committed professional to join their expanding benefits team. This role involves communicating with members about their benefit options, offering guidance on available programs, and staying updated on product offerings...Remote job
- SMA Support Services is hiring for a long-term, full-time position based in the United States. The role requires at least 3 years in the... ...include a competitive salary of 31,391.08 gross, a 5,000 Client Deployment Allowance, paid leaves, and career advancement opportunities...Remote jobFull timeHome office
- ...a flexible remote position. In this role, you’ll connect with clients via virtual appointments, answer their questions, and help them... ...role offers strong training and career growth opportunities within a supportive team environment. #J-18808-Ljbffr Local First ArizonaRemote jobLocal areaFlexible hours
- A well-established Appraisal Management Company is seeking a Client Support Specialist to provide support to clients and appraisers. This full-time remote position requires prior AMC experience and strong communication skills. The successful candidate will manage client...Remote jobFull time
- A leading software solutions provider in the United States is seeking a Customer Support Specialist. This role involves providing advanced technical support to clients, troubleshooting software and payment issues, and building strong client relationships. The ideal candidate...
- Ontic is seeking an experienced software support professional to serve as a technical liaison between Success and Product, delivering exceptional client experiences in a remote environment. You will handle tickets, drive resolutions, and help improve documentation while...Remote job
- S27a is seeking a Client Services Support Associate responsible for administering and supporting Sample Programs while ensuring compliance with the Prescription Drug Marketing Act (PDMA) and client business rules. The ideal candidate will possess exceptional customer service...
- Summary / Objectives Provide on-going email and telephone client support and resolution for all Treasury Management products and services... ...manner, partnering with Treasury Management Implementation Specialists and Sales Officers when necessary. Advise clients on...Bank staff
- AmazingCo is looking for a dedicated Remote Support Services Specialist to support customers, partners, and internal operations from a home office. You will handle client inquiries and coordinate service requests to ensure a seamless experience for residents and property...Remote jobHome officeFlexible hours
- Rhythm is seeking a Client Support Specialist to manage client interactions and support our remote patient monitoring services. You will work within client systems, enroll patients, verify insurance, and handle transfer in/out from clinics. This full-time role involves...Remote jobFull time
- ...New York is seeking a full-time Transportation Specialist. The role involves coordinating transportation for clients, ensuring their safety and wellbeing during transit... ...package including health insurance, retirement plans, and professional development opportunities. #J...Full time
- ...individuals for a fully remote position in the United States, ideal for recent graduates or those transitioning careers. Candidates will support administrative and operational tasks, ensuring a smooth workflow in a collaborative remote environment. This entry-level role...Remote jobFlexible hours
- TrueAccord Corp. is seeking a full-time remote Client Support Specialist to support a growing client-facing department. In this role, you will coordinate client inquiries, oversee account intake processes, and maintain data integrity while ensuring compliance with industry...Remote jobFull timeWork at office
- AO Globe Life is seeking dedicated, people-focused professionals to join our fully remote team as Client Support Specialists. This role helps individuals and families across the United States understand and access supplemental benefit programs, with virtual meetings and...Remote job
- ...time Job Purpose ICE Data Services is looking for a dynamic Client Support Specialist II to join our team. The position is an integral part of... ...in a client/business facing role is desirable Knowledge of financial markets and associated terminology is beneficial Schedule...Work at office
- A staffing company in the United States seeks a Client Service Professional to enhance customer connections and satisfaction. Responsibilities... ...when appropriate. Ideal candidates have previous customer support experience, strong communication skills, and a high school...Remote jobContract workPart time
- ...burden and focus on delivering exceptional outcomes for their clients. Manifest OS has raised a $60M Series A from Menlo Ventures, Kleiner... ...every interaction is professional and empathetic. You'll support people at some of the most consequential moments of their immigration...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planning Client Support Specialist. Be the first to apply!
Related searches
- financial clearance specialist New York, NY
- financial services specialist New York, NY
- financial operations specialist New York, NY
- finance specialist New York, NY
- financial crimes specialist New York, NY
- financial management specialist New York, NY
- discharge planner New York, NY
- retail planner New York, NY
- senior planner New York, NY
- facilities planner New York, NY

