Data Support Analyst I

Client Services Remote, United States

Submit

Description

Job Summary  
The primary focus of the Data Support Analyst I representative is to provide proactive customer service to both our clients and internal teams. This position will troubleshoot, diagnose, and resolve problems with our aggregation systems.  
 
Job Responsibilities
  • Provide Tier 2 level support via chat, email, and phone 
  • Interface with end user clients to help troubleshoot and resolve technical issues, procedural issues, and ensure data transfer efficiencies 

 

  • Interface with internal support teams on escalated issues – both customer and operations based 

 

  • Adhere to team and individual key performance indicators (KPIs) 
  • Stay up to date on system releases, new features, and bugs 

 

  • Make outbound calls help expedite resolution 
  • Provides a second level of support for account aggregation  
  • Perform other duties as assigned 
 
Requirements
  • Bachelor’s degree or equivalent work experience required; college degree preferred 
  • 2 years customer service experience preferred 
  • Team Player with the ability to work independently as needed  
  • Ability to work overtime, including evenings and weekends as needed  
 
 
Skills  
  • Exceptional communication skills (both written and verbal)  
  • Strong analytical and diagnostic skills  
  • Working knowledge of different aggregation methods (Screen Scraping, API’s, and File Based)   
  • Understand the different types of financial accounts that can be aggregated  
  • Ability to read and interpret different HTTP responses (JSON, XML, HTML and others)   
  • Strong technical troubleshooting and critical thinking  
  • Ability to adapt in a fast-paced environment while multitasking  
  • Dependable, accountable, self-motivated, and drive to excel  
  • Detailed oriented  
  • Working knowledge of MS Office suite  
  • Strong organization skills and excellent time management skills 

At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it’s the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 109,000 financial professionals and support over 6 million end clients.

At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results.

eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Submit Submit Later

Share