client services specialist

career coach

inside sales manager

software engineer

account manager

eMoney Advisor

Other than the work life balance, the actual job is awful and it’s getting even worse. 

When I first started, I was amazed at all the perks and time off they give you; however, I soon realized that if they didn’t give you these perks most people would quit within the first month. 

Poor training for very advanced knowledge that they require. You’re basically tech support, administrative support, and a mini version of a financial planner without the pay or training. Being a call rep is an absolute nightmare between the lack of training, micromanaging, ridiculous standards, stress and lack of pay. You’re basically the middle man for every single department and you’re held to insane standards. 

Sure they’ll give you beer at “appy” hour, but won’t give you a bathroom break without cutting into your normal break time and God forbid it cuts into your precious stats. Call reps are treated like robots, not human beings. I’ve never been so micromanaged in my life. It’s terrible. 

Some of the managers are very immature. They also play favorites. It’s blatant.

It was a good place to work for in the beginning but as you progress you start to see and understand you are the middle man for all the departments. There are a lot of lazy people who work here that are only able to stay Becuase they are good friends with either management or their dads are gold buddies with higher management. The benefits are great, you are able to work from home but as explained you’re pretty much a under paid financial advisor. The training is pretty much self trained and it’s trial and error on the phones until a advisor asks for a planner. The planners will relay the information and expect you to regurgitate what was said. If you aren’t good friends with management you aren’t going anywhere in the company.

My day was spent in a routine involving agile scrum meetings with colleagues, programming according to work order specifications, and passing security-authorizations. I learned how to do secure software coding in observation of financial controls while trying to maintain flow in the software release process. Management was average or below average. Workplace culture struggled with 'keeping up with the jones.' The hardest part of the job was working with financial consultants. The most enjoyable part of the job was working with colleagues to develop quality software with ample downtime.

Management is very unprofessional and incompetent. Get treated very inhumanely by leadership and expect you to work overtime unpaid while they are usually on vacation half the year.  

Lots of favoritism and they use a biased “warning” system. All it takes is one other employee to not look you , mostly if you work hard & people like you , watch as that’s a sure way  of having problems since most of the leaders are underperformers and mediocre at best. Be warned this place is sketchy & like their name implies they only care about “money” , not their employees… 

The company had a great culture with people who were daily excited about what they do, which was apparent in their demeanor and work ethics.

Culture shift because of fast growth and ownership change. Well paying and fun company culture. Learned a lot. Everyone has a lot on their plates, including management. Most enjoyable part of the job was also the hardest and it was the pressure and hustle needed to make things work.

It's a great place to work.  We were treated very well, and you could tell we were valued.  No 2 days were the same, which made for a great, fun and energetic environment.  Most of my co-workers were fabulous, and truly enjoyed being there.  The fun, laid back culture made the days go by very fast.

Solid product in a respected industry. But management doesn’t listen and doesn’t seem to know what direction to take the company. We still don’t have full fidelity benefits. 

This is a good company with aggressive growth targets. It's working hard to achieve them. Employees are friendly and smart. Downside: while they pay lip service to work/life balance, they really want you there 50 hours a week or more.

It’s a job where you never know what kind of call you’ll grt and every day will be different. Frustrating to have to talk with clients about something you weren’t trained hard enough. Takes a while to get used to the product.

Top Job Titles	Average Salary
Client services specialist 132 salaries reported	$50,045 per year
Career coach 36 salaries reported	$58,500 per year
Inside sales manager 12 salaries reported	$56,500 per year
Software engineer 3 salaries reported	$88,333 per year
Account manager 24 salaries reported	$55,500 per year

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