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  4. Senior Concierge Support Specialist
Wealthsimple

Senior Concierge Support Specialist

Wealthsimple•Support
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Canada·Remote
Full-time
Senior
3 days ago
Mentoring
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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.

As a Senior Specialist, you are the highest level of human support for Wealthsimple’s Wealth Management clients. You act as the lead "Subject Matter Expert" for the team, handling our most sensitive, high-stakes relationships. Beyond client management, you are a leader within the CX organization—mentoring junior associates, refining our service standards, and acting as a strategic partner to our Wealth Advisors to ensure our Wealth Management clients receive a world-class experience.
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Requirements

  • The "Escalation Lead": You are the person people go to when a problem seems unsolvable. You have the "calm-tech" ability to de-escalate frustrated high-value clients.
  • Process Optimizer: You don't just solve a ticket; you ask, "Why did this happen to 5 other clients this week?" and you work with Product to fix it for the next 500.
  • Advisory Partner: You work hand-in-hand with our Portfolio Managers and Advisors, ensuring the "service" side of the house perfectly complements the "advice" side.
  • Operational Rigor: You have a high bar for accuracy. At the Wealth Management level, a small error in a tax document or a transfer can have massive implications; you are the final line of defense.

Benefits

401(k) / RetirementCompetitive SalaryDiversity & InclusionGenerous PTOMentorship ProgramRemote 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.

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