Associate, Client Experience - Bilingual Only

WealthsimpleCharlotte, NC, US

1 day ago

Job type

Full-time

Job description

Associate, Client Experience - Bilingual Speakers Only

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 4 million users who trust us with more than $70 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. Notre quipe de Succs Client travaille en troite collaboration avec toutes les parties de Wealthsimple, en apprenant les subtilits de la faon dont nous construisons nos produits, investissons l'argent des clients et, surtout, maintenons la satisfaction des clients grce un engagement direct. Chez Wealthsimple, nous sommes des crateurs-propritaires, nous croyons que la simplicit est mieux, et nous faisons ce qui est juste pour chaque client.

This is a contract position to start, contract end date is December 19th, 2025.

In This Role You'll Have The Opportunity To :

Offer an exceptional client experience, no matter what. You will 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 and 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 comes 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 interacting 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.

Strong written and verbal communication skills in English.

Mandatory Requirements :

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.

Chez Wealthsimple, nous valorisons la diffrence. Nous croyons que pour parvenir aux meilleurs rsultats, il faut des perspectives et des milieux diversifis. Nous crons un espace o toutes les voix peuvent tre entendues afin que nous puissions tous faire le meilleur travail de notre vie. Nous nous engageons l'ouverture, la curiosit et la cration d'une culture inclusive car nous savons que les quipes diversifies construisent de meilleurs produits et gnrent de meilleures ides. Nous encourageons fortement les candidatures de tous, indpendamment de la race, de la religion, de la couleur, de l'origine nationale, du sexe, de l'orientation sexuelle, de l'ge, de l'tat matrimonial ou d'handicap. Wealthsimple offre une exprience de candidature accessible. Si vous avez besoin d'accommodements ou d'ajustements tout au long du processus d'entrevue et au-del, veuillez nous en informer. Please submit your application by June 12th to be considered for this position. Why Wealthsimple? 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) We're a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions join us! Read our Culture Manual and learn more about how we work. Technology & Innovation at Wealthsimple We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI and tooling, to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future. 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.

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Client Experience Associate • Charlotte, NC, US