The Client Support Specialist is responsible for answering incoming customer inquiries, solving customer issues, and escalating cases to tier two teams or management when necessary. They demonstrate a commitment to customer satisfaction and maintain high levels of call quality and professionalism. The Client Support Specialist consistently meets or exceeds the efficiency standards set forth by the company and displays ownership when handling customer requests.
Answers a large volume of service calls, chats, or emails of increasing complexity regarding eMoney applications within a call center setting

- Provides technical and planning product support to advisors
- Assist advisors with financial planning scenarios within the eMoney platform
- Keep abreast of new features and functionality on all production sites of eMoney
- Keep abreast of financial planning industry laws and trends
- Identify customer needs, clarify information, research every issue, and provide solutions
- Meet personal and team quantitative and qualitative targets
- Attends all trainings and successfully completes all assignments to familiarize themselves with the eMoney platform and Client Support policies and procedures
- May review emails and processes administrative requests
- Competently answers questions and resolves customer issues
- Maintains high levels of call quality and professionalism
- Overtime may be expected depending on the needs of the business
- 2+ years of experience in a call center/customer service/support role or relevant experience, including commensurate internal experience
- Bachelor’s Degree or relevant experience




- Experience with web applications
- Excellent communication and interpersonal skills, including the ability to communicate effectively to both technical & non-technical audiences
- Ability to manage multiple projects and tasks simultaneously
- Working knowledge of MS Office suite including, Outlook, Excel, Word, Power Point
- Able to keep an even temperament and provide a pleasant service experience
- Experience using SalesForce/CRM program a plus
- Bi-lingual/Spanish speaking a plus
- Knowledge of the following topics is a plus: investment planning, retirement planning, life insurance planning, education planning, estate planning

This position is also eligible, pursuant to applicable eMoney policies, for the annual bonus program, retirement contributions, health insurance, sick leave, parental leave and paid time off.

Our mission is to help people talk about money and make more informed financial decisions. Through our comprehensive financial planning solutions, we help advisors bring clarity to complex decisions and deliver more personalized guidance.
Today, eMoney supports more than 138,000 financial professionals who guide the financial lives of over 7 million end clients. We foster an inclusive, people-first culture where diverse perspectives are valued, innovation is encouraged, and employees are supported in doing their best work.
We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

📌 Client Services Support Officer (m/f) (H/F)
🏢 eMoney Advisor
📍 Canada