eMoney is Hiring! — Night Shift — Remote Client Support Specialist — Up to $61,000/yr.

Posted on by ratrace
eMoney Client Support Specialist Featured Opportunity

by Rat Race Rebellion       November 3, 2026

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About eMoney

eMoney is a leader in financial planning solutions, dedicated to empowering financial advisors and their clients. The company supports over 138,000 financial professionals who guide the financial lives of more than 7 million clients. Known for its commitment to innovation and inclusivity, eMoney fosters a culture where diverse perspectives are valued and employees are encouraged to excel.

As a full-time, remote position, the Client Support Specialist role offers flexibility with a schedule from 11:30AM to 8:00PM EST. This role requires handling a high volume of service calls, chats, or emails, providing technical support to advisors, and staying updated on the latest eMoney platform features.

What Your Day Will Look Like

The Client Support Specialist will answer complex inquiries related to eMoney applications, assist advisors with financial planning scenarios, and escalate issues to tier two teams when necessary. This role demands a high level of professionalism and a commitment to customer satisfaction.

Responsibilities & Expectations

  • Answer Inquiries: Handle complex customer questions
  • Provide Support: Assist with technical and planning issues
  • Escalate Issues: Refer complex cases to higher tiers
  • Log Interactions: Record details of customer interactions
  • Meet Targets: Achieve personal and team goals

Relevant Experience & Skills Required

  • Education Requirements: Bachelor’s degree or experience
  • Communication Skills: Effective verbal and written skills
  • Problem Solving: Strong analytical abilities
  • Technical Proficiency: Experience with web applications
  • CRM Experience: Familiarity with SalesForce

Compensation & Benefits

The compensation for this role is $48,000 – $61,000/yr..

💡 Not the right fit? Check out these related roles:

Before You Apply: Resume Tips for this ATS

Because you are applying directly through the employer’s Applicant Tracking System, your resume needs to be optimized for their software:

  • Make sure the words “Customer Support,” “Financial Planning,” and “Technical Assistance” appear in your past experience if applicable.
  • Highlight any specific experience you have with SalesForce.
  • Ensure your resume clearly states that you are looking for Full-Time work, so the recruiter knows you are aligned with the role.

HOW TO APPLY

Apply on eMoney Job Page

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