Client Experience Associate

Summary

Join Wealthsimple's Client Success team as a contract employee until April 25, 2025! You will deliver exceptional client experiences, explaining investment and financial concepts simply and accessibly. Responsibilities include meeting daily volume targets through phone and chat support, monitoring operational processes, and maintaining schedule flexibility. The ideal candidate possesses strong communication skills in English and French, thrives in client-facing roles, embraces technology, and demonstrates resilience. Wealthsimple offers a competitive salary, retirement savings matching, generous PTO, employee resource groups, and a remote-first work environment.

Requirements

• Strong written and verbal communication skills in both French and English
• Awesome people skills and a positive attitude
• Acts without being told what to do and is solutions driven
• Takes full ownership over work and proactively seeks help and input when needed
• Demonstrates a natural curiosity
• Approaches all situations with a growth mindset, willing to explore, learn and establish themselves as an expert in critical areas of the role
• Wants to make a difference
• Possesses a passion, curiosity, and energy for finance + investing
• You understand the ins and outs of the wealth management, trading, and more importantly - know how to explain these concepts simply
• Thrives in client-facing situations
• Embraces technology and the role it plays in financial services
• Is resilient because our journey will have its fair share of challenges to overcome

Responsibilities

• Deliver an amazing client experience; no matter what
• Explain investment, personal finance and stock trading concepts in a simple and accessible way
• Be accountable for meeting or exceeding daily volume targets, interacting with hundreds of clients each day through phone and chat in a live client support environment
• 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 on work schedule, we may need you to work an earlier or later shift and also swap some Wealthsimple Wellness Days for other days in lieu

Benefits

• Competitive salary
• Retirement savings matching plan using Wealthsimple Work
• Generous PTO offerings
• A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
• Remote-first team