60 Day Review - Avis employé Client Support Specialist eMoney Advisor

5,0
24 sept. 2020
Recommande
Approbation du PDG
Perspective commerciale

Avantages

Hiring process, especially working with Mike Levin was seamless. I love how much support there has been while working here. Just from the start of training I always felt that I had so much support and so many resources to make me the best employee possible.

Inconvénients

The only complaint I have is starting off working West Coast hours but I have already became adjusted to this so it is not a big deal.

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5,0
18 févr. 2026
Recommande
Approbation du PDG
Perspective commerciale

Avantages

Great technology and benefits. Incredibly smart people work here!

Inconvénients

Teams sometimes can feel siloed.

3,0
26 févr. 2026
Recommande
Approbation du PDG
Perspective commerciale

Avantages

The people are the best part - talented, collaborative peers who care about doing the right thing for clients. The role offers meaningful client exposure, complex problem solving and strong growth in cross functional communication and influence.

Inconvénients

Leadership effectiveness and alignment have been a recurring challenge for the past few years. Communication can feel inconsistent, and key decisions are sometimes shared late, after they are effectively final. There is a strong emphasis on being proactive and client first, but leadership does not always model that same urgency and follow through. As a result, teams sometimes make more headway by collaborating directly with each other rather than relying on leadership channels, and clearer ownership and alignment at the top would reduce challenges and improve execution.

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