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Experience With Emoney Jobs (NOW HIRING)

Mariner

Client Service Associate

Bloomfield, MI · On-site

$60K - $75K/yr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

Mariner Finance

Client Service Associate

Winter Park, FL · On-site

$13.75 - $18.75/hr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

eMoney Advisor, LLC

Manager of Sales Enablement

$112K - $140K/yr

Experience with MEDDICC or Sandler is preferred * At least 1 year of people management experience ... At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it's the only ...

Mariner Finance

Client Service Associate

Orlando, FL · On-site

$13.25 - $18/hr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

Mariner

Client Service Associate

Houston, TX

$13.75 - $19/hr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

Mariner Finance

Client Service Associate

Jacinto City, TX · On-site

$13.50 - $18.50/hr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

Mariner

Client Service Associate

Orlando, FL · On-site

$47K - $78K/yr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

Mariner Finance

Client Service Associate

Spring Valley, TX · On-site

$12.50 - $17.25/hr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

Mariner

Client Service Associate

Orlando, FL

$13.50 - $18.75/hr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

Mariner Finance

Client Service Associate

Southside Place, TX · On-site

$13 - $18/hr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

Mariner

Client Service Associate

Sioux Falls, SD

$14.50 - $20/hr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

Mariner Finance

Client Service Associate

Franklin, MI · On-site

$13.25 - $18.25/hr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

Mariner Finance

Client Service Associate

Hilshire Village, TX · On-site

$12.50 - $17.25/hr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

eMoney Advisor, LLC

Manager of Sales Enablement

$112K - $140K/yr

Experience with MEDDICC or Sandler is preferred * At least 1 year of people management experience ... At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it's the only ...

Mariner Finance

Client Service Associate

Bellaire, TX · On-site

$13 - $18/hr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

Mariner Finance

Client Service Associate

Sioux Falls, SD · On-site

$14.50 - $20/hr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

Mariner Finance

Client Service Associate

Orlando, FL · On-site

$13.50 - $18.75/hr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

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Experience With Emoney information

How much does a client support specialist make at eMoney?

A client support specialist at eMoney typically earns between $45,000 and $60,000 annually, depending on experience and location. The role often requires strong communication skills and familiarity with financial software tools.

How does an eMoney advisor work?

An eMoney advisor uses financial planning software to help clients create and manage personalized financial plans, including budgeting, investments, and retirement strategies. They analyze client data, provide recommendations, and often hold meetings to review progress, requiring strong communication skills and financial knowledge. The role may involve certifications such as CFP or CFA and working in a client-focused environment.

What companies use eMoney?

Many financial advisory firms and wealth management companies use eMoney Advisor, a financial planning software. These companies often employ financial planners and advisors who utilize eMoney for client planning, reporting, and analysis. The platform is widely adopted in the financial services industry for its comprehensive planning tools.

What is the difference between Experience With Emoney vs Experience With Digital Payment Specialists?

AspectExperience With EmoneyExperience With Digital Payment Specialists
CredentialsKnowledge of e-wallets, mobile money, and related certificationsSimilar certifications in digital payments and financial technology
Work EnvironmentFinancial institutions, fintech companies, mobile network operatorsFintech firms, banks, payment service providers
Industry UsageCommonly used in mobile money and e-wallet servicesUsed in digital payment processing and online transaction platforms
Search & Comparison IntentPeople looking for experience in electronic money solutionsIndividuals comparing roles in digital payment systems

Experience With Emoney and Experience With Digital Payment Specialists both involve working with electronic payment systems. However, Emoney focuses more on mobile wallets and mobile money services, while Digital Payment Specialists cover a broader range of online and digital transaction platforms. Both roles require similar certifications and are prevalent in fintech and banking industries.

Is eMoney a good planning tool?

For professionals involved in financial planning, eMoney is considered a comprehensive planning software that offers tools for cash flow analysis, goal tracking, and client management. It is widely used by financial advisors to create detailed financial plans and improve client engagement. Familiarity with eMoney can be a valuable skill for financial planners and advisors seeking to enhance their planning capabilities.
Infographic showing various Experience With Emoney job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 93% Full Time, 1% Temporary, and 5% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution.

Client Service Associate

Mariner

Bloomfield, MI • On-site

$60K - $75K/yr

Full-time

Posted 5 days ago

Job description

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service.
Responsibilities
  • Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary
  • Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
  • Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
  • Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
  • Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
  • Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
  • Perform other duties as assigned

Qualifications
  • High school diploma required; bachelor's degree preferred
  • Financial services experience or applicable internship experience
  • Wealth management experience a plus

Skills and Knowledge
  • Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
  • Experience with eMoney a plus
  • Positive attitude toward client relations to provide exceptional, proactive client service
  • Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
  • Strong verbal and written communication skills are essential to effective client relationships
  • Highly organized with strong analytical skills
  • Able to work in a team environment

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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