Client Experience Associate

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Join Wealthsimple's mission for financial freedom with smart, transparent services. Be part of our inclusive, high-performing Client Success team.

Overview of Wealthsimple's Mission and Career Opportunities

Wealthsimple, the largest fintech company in Canada, is committed to providing financial freedom through smart, transparent, and low-cost financial services to over 3 million users. Trust is paramount, with the company managing over $30 billion in assets. Wealthsimple's culture encourages frequent shipping of impactful, groundbreaking ideas and fosters inclusive, high-performing team environments that inspire employees to give their best.

Client Success Team's Role and Job Contract

The Client Success team is integral to Wealthsimple, engaging directly with clients and ensuring their satisfaction by understanding the company's product offerings and investment strategies. Currently, Wealthsimple is offering a 4-month employment contract with the possibility of impacting the fintech industry significantly.

Key Responsibilities

Candidates will deliver exceptional client experiences, achieve daily volume targets through phone and chat, contribute to process improvements, and exhibit flexibility in their work schedules to adapt to the company’s dynamic environment.

Who We're Looking For

We seek passionate individuals with a thorough understanding of finance and investing ready to explain complex concepts in simple terms. Ideal candidates prioritize the client, embrace technology, and possess resilience to overcome the industry's inherent challenges.

Required Skills

Prospective team members should be bilingual in French and English, demonstrate excellent collaboration skills, be proactive, assertive, and exhibit a keen ability to learn and grow within their role.

Commitment to Diversity, Equity, and Inclusion

Wealthsimple emphasizes the importance of diverse backgrounds and perspectives to achieve optimal outcomes and build superior products. All candidates, regardless of their background, are strongly encouraged to apply.

Accessibility and Accommodations

Wealthsimple is dedicated to providing an accessible and accommodating candidate experience. Adjustments and accommodations are available upon request throughout the interview process.

Why Choose Wealthsimple?

Benefits include competitive salaries, a retirement savings matching plan, vacation, the possibility of international work, various employee resource groups, company-wide wellness days, and a remote-first work environment for its 1000+ North American employees.

Learn More About Wealthsimple

Prospects can delve into Wealthsimple's culture and work mechanisms by exploring the company's Culture Manual and official Work With Us webpage, reinforcing its standing as a champion of diverse and accessible workspaces.

This job offer was originally published on RemoteOK


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North America

Customer support


April 18, 2024


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