[Hiring] Client Experience Agent @Wealthsimple Technologies

Role Description

Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. Our Client Operations team doesn’t just answer tickets; we solve financial puzzles by translating complex concepts into human solutions.

• The Voice of Wealthsimple: You aren’t just a support agent; you are an advocate for our clients’ financial interests. You will explain investment, trading, and personal finance concepts in a simple, accessible way.
• Strategic Problem Solving: You take ownership of the client journey, whether it’s facilitating a complex institutional transfer or navigating back-office operations. You ensure our clients hit their goals, like meeting a promotion deadline.
• "Maker-Owner" Mindset: You’ll work closely with every department, from Product to Operations, learning the intricacies of our financial tools and improving them through direct client engagement.
• Expertise at Scale: Establish yourself as a fintech expert, mastering multiple applications and platforms simultaneously to provide creative solutions.

Qualifications

• Proven Customer Service Experience: 1–2 years of experience in a fast-paced, high-volume environment (Retail, Hospitality, Banking, or Tech Support).
• Financial Curiosity: A genuine interest in the stock market and personal finance. If you already know your way around an RRSP or a TFSA, you’re ahead of the game.
• Tech Agility: Comfortable navigating multiple browser tabs, using Slack for internal comms, and utilizing keyboard shortcuts for maximum efficiency.
• Resilience & Adaptability: You embrace a growth mindset and are comfortable with a rotating shift schedule.

Requirements

• Communication: Exceptional written and verbal communication skills in English OR Bilingual (English and French).
• Availability: Available for full-time 8-hour shifts (including weekends and holidays) between 8:00 AM and 8:30 PM.
• Status: This is a full-time, fixed-term contract position.

Benefits

• 🌸 Top-tier health benefits and life insurance
• 📈 Long-term group savings with employer match, through Wealthsimple for Business
• 🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
• ✈️ 90 days away: work outside Canada for up to 90 days per year
• 👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
• 🌎 We are a hybrid team with over 1,500 employees across North America.