Client Operations Specialist
$25 per hourWealthsimple
Your Daily Impact The Voice of Wealthsimple: You aren’t just a support agent; you are an advocate for our clients’ financial freedom. You will break down complex investment, trading, and personal finance concepts so they are simple and accessible.
Strategic Problem Solving: You own the client journey end-to-end. Whether navigating a massive institutional transfer or untangling a back-office glitch, you ensure our clients hit their financial goals.
"Maker-Owner" Mindset: You’ll work cross-functionally with Product and Operations, learning the deep mechanics of our tools and actively improving them based on your front-line insights.
Expertise at Scale: Master multiple financial platforms simultaneously and establish yourself as a true fintech expert.
Who You Are & What You Bring
The Experience: 1–2 years of high-volume customer service experience (Retail, Hospitality, Banking, or Tech Support).
The Curiosity: You have a genuine interest in personal finance and the stock market. (Knowing your way around an RRSP or a TFSA puts you ahead of the game!).
The Tech Agility: You live in the fast lane. You are comfortable juggling multiple browser tabs, living in Slack, and leveraging keyboard shortcuts for maximum speed.
The Communication: Exceptional written and verbal communication skills in English (Bilingual French is a massive plus!).
The Mindset: You are resilient, adaptable, and ready to embrace a rotating schedule in a hyper-growth environment.
The Perks (Yes, even on a contract!)
The Voice of Wealthsimple: You aren’t just a support agent; you are an advocate for our clients’ financial freedom. You will break down complex investment, trading, and personal finance concepts so they are simple and accessible.
Strategic Problem Solving: You own the client journey end-to-end. Whether navigating a massive institutional transfer or untangling a back-office glitch, you ensure our clients hit their financial goals.
"Maker-Owner" Mindset: You’ll work cross-functionally with Product and Operations, learning the deep mechanics of our tools and actively improving them based on your front-line insights.
Expertise at Scale: Master multiple financial platforms simultaneously and establish yourself as a true fintech expert.
The Experience: 1–2 years of high-volume customer service experience (Retail, Hospitality, Banking, or Tech Support).
The Curiosity: You have a genuine interest in personal finance and the stock market. (Knowing your way around an RRSP or a TFSA puts you ahead of the game!).
The Tech Agility: You live in the fast lane. You are comfortable juggling multiple browser tabs, living in Slack, and leveraging keyboard shortcuts for maximum speed.
The Communication: Exceptional written and verbal communication skills in English (Bilingual French is a massive plus!).
The Mindset: You are resilient, adaptable, and ready to embrace a rotating schedule in a hyper-growth environment.
We take care of our people. Period. Joining Wealthsimple means getting access to:
Paid Time Off: Generous vacation days and sick/mental health days so you can actually recharge.
Health Benefits: Comprehensive coverage to keep you feeling your best.
Wealth Building: Access to our Group Savings Account to accelerate your own financial goals.
WFH Stipend: Cash to help optimize your hybrid home-office setup.
Partner Discounts: Exclusive discounted rates for fitness studios and other lifestyle activities around the city.
40hrs guaranteed/week . English speakers start at $25/hr and Bilingual (En/Fr) at $26.50 .
$100 per hour
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