Associate, Client Experience - Bilingual Speakers Only

Summary

Join Wealthsimple's Client Success team as a contract employee until December 19th, 2025! Deliver exceptional client experiences by building upon your existing investment, personal finance, and stock trading knowledge. Explain complex financial concepts simply and accessibly to hundreds of clients daily via phone and chat. Meet or exceed daily volume targets while monitoring and improving operational processes. Collaborate with back-office teams to ensure exceptional client service. Flexibility in work schedule is required, including occasional earlier or later shifts and swapping Wellness Days. This role is ideal for someone passionate about finance, thrives in client-facing situations, embraces technology, and is resilient in overcoming challenges.

Requirements

• Wants to make a difference. We are a small team effectively reshaping how people look at 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
• 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. At Wealthsimple, our client always come first, and we love the thrill of turning a client’s frustration into a great experience
• Embraces technology and the role it plays in financial services. Specifically, you have the flexibility to navigate multiple applications simultaneously to deliver unprecedented solutions
• Is resilient because our journey will have its fair share of challenges to overcome
• Bilingual - Strong written and verbal communication skills in both French and English
• Collaboration - Awesome people skills and a positive attitude. You will be interact with hundreds of clients each day through a variety of channels (phone, email, presentations)
• Proactive & assertive - Acts without being told what to do and is solutions driven. Takes full ownership over work and proactively seeks help and input when needed
• Ability to learn and establish themselves as an expert - 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
• English only - Strong written and verbal communication skills in English
• Residency: You must reside in Canada
• You must be legally entitled to work in Canada
• Availability: You must be available to work shifts, including weekends and holidays, between 8:00 AM and 8:30 PM
• Employment Commitment: You must be able to commit to a full-time contract position

Responsibilities

• Deliver an amazing client experience; no matter what. You'll need to build upon your existing 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 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 for Business
• Generous PTO offerings
• A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)