Good first job - Client Support Specialist eMoney Advisor Employee Review

3.0
2 Jun 2017
Recommend
CEO approval
Business outlook

Pros

The people are all really friendly. They have a great kitchen with various snacks and a lot of employee perks.

Cons

Not enough training for the questions asked by clients you work with. There are flaws in the program that make it tough to handle customer service wise when someone is complaining.

Explore other reviews about eMoney Advisor

5.0
18 Feb 2026
Recommend
CEO approval
Business outlook

Pros

Great technology and benefits. Incredibly smart people work here!

Cons

Teams sometimes can feel siloed.

3.0
27 May 2026
Recommend
CEO approval
Business outlook

Pros

Excellent work-life balance, supportive management, genuinely kind people (really enjoyed my time with my co-workers!)

Cons

Outdated legacy codebase. Many tasks required downskilling. Questionable architectural decisions made by higher-ups. Slow upper-management.

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