Wealthsimple Looking for Associate, Client Experience – Premium at Canada Full Time

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3 million users who trust us with more than $20 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We’re looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

We’re a remote-first team and output is more important than face time, so where you choose to work is up to you — as long as you have internet access, you can work from anywhere in Canada. Be a part of our Canadian success story and help shape the financial future of millions — join us

At Wealthsimple, we are building products for a diverse world, and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know.

In this role, you will:

• Deliver an exceptional client experience to our high-net-worth clients, no matter what, to build a foundation of investment, personal finance, and stock trading knowledge. You will have to explain investment, personal finance, and stock trading concepts in a simple and accessible way
• Be accountable for exceeding daily productivity and quality targets, interacting with hundreds of clients each day through multiple channels in a live client support environment
• Build Strong Relationships: Build strong relationships and develop a strong rapport with our premium clients and their families, to establish a long-lasting affiliation for generations to come
• Urgency: The stakes are greater, and our high-net-worth clients expect priority responses. We act quickly by providing immediate support and fast resolutions
• Generalist Knowledge: Premium clients have high expectations, and often have a wide range of complex requests and concerns. When they get in touch, we support them with all questions related to the Wealthsimple ecosystem (Account Opening, Funding, Institutional Transfers, Products. etc.), and we see it through until completed
• Simplicity and convenience: We do everything we can to minimize toil and reduce unnecessary back-and-forth by reducing the number of touch points and providing a high-touch experience
• Custom Support: Our number one priority is to be the client’s advocate, meaning we take extra steps to exceed their expectations with every interaction
• Be a key part in monitoring, facilitating, and improving operational processes and working with our back-office to deliver an exceptional service to our clients
• Be flexible in your work schedule; you will be asked to work early, late and weekend shifts across 3 channels of support (chat, phone, and email)

We’re looking for people who:

• Want to make a difference. We are a dynamic and tight-knit team, effectively reshaping how people view the industry. We need people who “get it” and want to play an integral part in helping us accomplish this mission and are persistent in getting the job done
• Possess a passion, curiosity, and energy for finance and investing. You understand the ins and outs of wealth management, and trading, and more importantly – know how to explain these concepts simply
• Thrive in client-facing situations. At Wealthsimple, our clients always come first, and we love the thrill of turning a client’s frustration into a great experience
• Embrace technology and the role it plays in financial services. Specifically, you have the flexibility to navigate multiple applications simultaneously to deliver unprecedented solutions

Nice to haves:

• Bilingualism (French/English) is considered an asset
• CSC license is considered an asset, but not required

Why Wealthsimple?

🤑 Competitive Salary

📈 Retirement savings matching plan using Wealthsimple Work

🌴 20 vacation days per year

🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year

🌎 A wide variety of peer and company-led employee resource groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) Employee Resource Groups

💖 Company-wide wellness days off scheduled throughout the year

We’re a remote-first team, with over 1000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!

Read our Culture Manual and learn more about how we work.

DEI Statement

At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement

Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.