Client Experience Associate | Wealthsimple | $70k-$120k | Remote (Worldwide)

Client Experience Associate | Wealthsimple | $70k-$120k | Remote (Worldwide)

70,000 - 120,000 / year
Remote Worldwide
Application ends: July 13, 2024
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Job Description

Highlights of the Job Offer

  • Position: Client Experience Associate at Wealthsimple.
  • Salary Range: Estimated between $70,000 and $120,000 per year.
  • Contract Type: Initial 4-month contract with potential for extension.
  • Remote Work: Fully remote position available worldwide.
  • Responsibilities: Deliver an exceptional client experience, handle high daily interaction volumes via phone and chat, and contribute to process improvements.
  • Qualifications Needed: Experience in investments, personal finance, and stock trading, with the ability to explain complex concepts simply.
  • Required Skills: Strong written and verbal communication skills in both French and English.
  • Work Ethic: Candidates should have a proactive and assertive attitude, be solutions-driven, and take full ownership of their work.
  • Benefits: Includes 401(k), vision, dental, and medical insurance, unlimited vacation, paid time off, 4-day workweek, and more.
  • Company Culture: Emphasizes collaboration, humility, and the integration of technology in financial services. Wealthsimple promotes an inclusive culture and encourages applications from diverse backgrounds.

Job Offer Details

Your career is an investment that grows over 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 $30 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.

Our Client Success team works closely with every part of Wealthsimple, learning the intricacies of how we build products, invest clients’ money, and most importantly keep clients happy through direct engagement. At Wealthsimple, we are maker-owners, we believe that simple is better, and we do what’s right for each client. 

This is an initial 4-month contract.

In this role, you will have the opportunity to:

  • 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

We’re looking for someone who:

  • 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 

Skills we’re looking for:

  • 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

At Wealthsimple, we embrace difference. We believe that getting to the best outcomes requires diverse perspectives and backgrounds. We create space where all voices can be heard so that we can all do our life’s best work. We’re committed to openness, curiosity and creating an inclusive culture as we know that diverse teams build better products and generate better ideas. 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.

Why Wealthsimple? πŸ€‘ Competitive Salary πŸ“ˆ Retirement savings matching plan using Wealthsimple Work 🌴 20 vacation days per year πŸ›« 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   πŸ’– 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 β€” 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.

Salary and compensation

No salary data published by company so we estimated salary based on similar jobs related to Finance and Finance jobs that are similar:

$70,000 β€” $120,000/year

Benefits

πŸ’° 401(k)

🌎 Distributed team

⏰ Async

πŸ€“ Vision insurance

🦷 Dental insurance

πŸš‘ Medical insurance

πŸ– Unlimited vacation

πŸ– Paid time off

πŸ“† 4 day workweek

πŸ’° 401k matching

πŸ” Company retreats

🏬 Coworking budget

πŸ“š Learning budget

πŸ’ͺ Free gym membership

🧘 Mental wellness budget

πŸ–₯ Home office budget

πŸ₯§ Pay in crypto

πŸ₯Έ Pseudonymous

πŸ’° Profit sharing

πŸ’° Equity compensation

⬜️ No whiteboard interview

πŸ‘€ No monitoring system

🚫 No politics at work

πŸŽ… We hire old (and young)