Client Support Specialist

Remote (Canada)
May 27, 2026
I'm interested
Salary
$
50000
 - 
$
70000
Job Type
Full Time
Years of Experience
1
 - 
3
 years
Industry
Financial Services

Job Description



Toast is recruiting on behalf of a growing fintech company operating in the wealth management and family office space. The company has built a SaaS platform that helps high-net-worth families and their advisors centralize financial data, streamline workflows, and manage complex assets more efficiently. They are a lean, ambitious team headquartered in Vancouver, BC, with a remote-friendly culture, and they are gaining strong traction in a market that is increasingly looking to modernize how wealth is managed and reported. This is an opportunity to join a client-facing team at an early stage and help shape what great support looks like for a sophisticated client base.
 

Responsibilities

 
  • Manage and coordinate incoming support tickets, providing timely and helpful responses that guide clients toward successful outcomes on the platform
  • Serve as a primary point of contact for a diverse portfolio of clients, including both self-serve users and advisor-led accounts
  • Work closely with Product, Customer Success, and Sales teams to facilitate smooth client handoffs and ensure continuity of experience
  • Proactively share resources, answer platform questions, and help clients build confidence and proficiency over time
  • Surface patterns and trends from client interactions to inform product improvements and enhance the overall customer experience
 

Requirements

 
  • 1 to 3 years of experience in SaaS customer support, onboarding, or customer success
  • A problem-solving mindset with a demonstrated ability to manage client expectations and deliver results
  • Strong organizational skills, attention to detail, and a high degree of accountability
  • Empathy and the ability to build trust with clients across varying levels of technical and financial sophistication
  • Comfort managing a broad portfolio of clients in a proactive and scalable way
  • Experience with Pylon or similar client support and success tools is an asset
  • Background in accounting, finance, wealth management, or financial services is a bonus and will be valued
 

Benefits

 
  • Salary in the range of $50,000 to $70,000 CAD per year, commensurate with experience
  • Tangible impact on how wealthy families and their advisors experience financial technology, an industry that has historically been underserved by modern tooling
  • Early-stage visibility where your contributions directly shape client outcomes and internal processes, meaning your work is seen and your voice carries weight
  • A clear path to grow within customer success or client success leadership as the company scales

Toast's Process

1. Application Review

Submit your application, including your resume and cover letter, through our online portal. Our team will carefully review your qualifications and experiences. We take pride in responding promptly, so if your application aligns with our current opportunities, you’ll hear back from us with next steps. Your journey with Toast begins here, and we’re excited to see what you bring to the table!

2. Vetting Call

If your application is successful, we’ll schedule a vetting call with a member of the Toast team. This 30-45 minute informal conversation is designed for us to get to know you better and assess your skills. Be prepared to discuss your past projects, the challenges you’ve tackled, and the impact you’ve made. This is your chance to shine and show us why you’re a great fit for the roles we offer.

3. Profile Creation

Once you’ve impressed us in the vetting call, we’ll create an unbiased profile that highlights your experience while minimizing common biases. Instead, we focus on your skills, industry experience, and the impact you’ve made. This way, your profile reflects your true potential and accomplishments.

4. Client Submission

After crafting your unbiased profile, we submit it to our trusted clients. We work closely with these clients to ensure they understand the value you bring. Throughout their interview process, we remain by your side, providing support and guidance. Our goal is to help you navigate the hiring process smoothly and confidently, ensuring you have the best chance to secure a role that fits your skills and aspirations.