YesRemoteJobsYesRemoteJobs
JobsCompaniesAnalyticsBlog
Post a Job

Remote Jobs by Category

  • Engineering Jobs
  • Design Jobs
  • Product Jobs
  • Marketing Jobs
  • Data Science Jobs
  • DevOps Jobs
  • Sales Jobs
  • Customer Success Jobs
  • Operations Jobs
  • Finance Jobs
  • Human Resources Jobs

Remote Jobs by Region

  • Worldwide
  • Americas
  • Europe
  • Asia
  • US Only
  • EU Only

By Job Type

  • Full-time
  • Part-time
  • Contract
  • Freelance

By Experience Level

  • Entry Level
  • Mid Level
  • Senior
  • Lead / Principal
  • Executive

By Salary Range

  • $80k - $120k
  • $120k - $150k
  • $150k - $200k
  • $200k+

Jobs with Benefits

  • Unlimited PTO
  • Health Insurance
  • Vision Insurance
  • Dental Insurance
  • 401(k) / Retirement
  • Flexible Hours
  • Equity & Stock Options
  • Learning Budget

Browse More

  • All Skills
  • All Benefits

Resources

  • Blog
  • Companies
  • Analytics
  • Post a Job

Company

  • About
  • Contact
  • Privacy Policy
  • Terms of Service
YesRemoteJobsYesRemoteJobs
Logos by Logo.dev

© 2026 YesRemoteJobs. Curated remote opportunities worldwide.

  1. Home
  2. Support
  3. Wealthsimple
  4. Concierge Support Specialist
Wealthsimple

Concierge Support Specialist

Wealthsimple•Support
Apply
Canada·Remote
Full-time
Executive
3 days ago
Apply for this position

About this role

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 $100 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.

Wealthsimple’s Concierge team is our version of Private Banking for the digital age. As a Specialist, you are the single point of contact for our Wealth Management clients. You don’t just "answer tickets"—you manage relationships. You will act as the bridge between the client and our various internal teams, ensuring that our highest-value members feel they have a personal advocate inside the building while acting as a strategic partner to our Wealth Advisors to ensure our Wealth Management clients receive a world-class experience.
Apply for this position

Please mention you found this job on YesRemoteJobs - it really helps us!

Requirements

  • The "White-Glove" Mindset: You understand that for a Wealth Management client, "fast" isn't enough—it has to be "right" and "proactive." You anticipate needs before the client asks.
  • Investment-Savvy Communicator: You can explain complex concepts—like why a trade settled a certain way or how a specific promotion works—in a way that is sophisticated yet simple.
  • Radical Accountability: If a client has an issue, you own it. You don't "pass the buck" to another department; you coordinate with them and stay as the client’s main contact until the finish line.
  • Bias for Urgency: You treat a Wealth Management client’s request with the gravity it deserves.
  • Grace Under Pressure:Wealth Management clients can have high expectations. You remain calm, empathetic, and professional even when navigating sensitive financial frustrations.

Benefits

401(k) / RetirementCompetitive SalaryDiversity & InclusionGenerous PTORemote Work

About Wealthsimple

Wealthsimple is a new kind of financial advisor - one that's intuitive, affordable, and human. We take the guesswork out of investing and get you on the right track. We build a diversified portfolio of ETFs on your behalf and guide you to achieving your financial goals.

View company