Investing made simple for everyone
Wealthsimple is a leading fintech company headquartered in the Fashion District of Toronto, ON, focused on democratizing investment management. With over 1000 employees, Wealthsimple has raised $1.2 billion in funding to provide professional investing services to users of all financial backgrounds. ...
Wealthsimple offers a comprehensive benefits package including company equity for full-time employees, a retirement savings matching plan, and 20 vaca...
Wealthsimple's culture is centered around making investing accessible to everyone, regardless of their financial status. The company embraces a user-f...
Wealthsimple • Canada
Wealthsimple is seeking a Concierge Support Specialist to manage relationships with Wealth Management clients. You'll act as a personal advocate for clients and collaborate with internal teams to ensure a world-class experience.
You have a strong background in customer support and relationship management, ideally within the financial services sector. You understand the importance of providing exceptional service and have a knack for simplifying complex information for clients. Your communication skills are top-notch, allowing you to effectively engage with clients and internal teams alike. You value collaboration and are committed to creating an inclusive environment where everyone can thrive. You are proactive in identifying client needs and are dedicated to ensuring their satisfaction. You thrive in a fast-paced environment and are comfortable managing multiple priorities while maintaining a high level of service.
As a Concierge Support Specialist at Wealthsimple, you will be the single point of contact for our Wealth Management clients, ensuring they feel valued and supported. You will manage relationships by acting as a bridge between clients and various internal teams, facilitating communication and addressing any concerns that arise. Your role will involve understanding client needs and working closely with Wealth Advisors to provide tailored solutions. You will be responsible for ensuring that our highest-value members receive a world-class experience, which may include coordinating with different departments to resolve issues and enhance service delivery. You will also contribute to the continuous improvement of our support processes, providing feedback and insights based on client interactions. Your ability to build rapport and trust with clients will be essential in fostering long-term relationships and promoting client loyalty.
Wealthsimple is committed to creating a supportive and inclusive workplace where everyone can thrive. We offer competitive compensation and benefits, along with opportunities for professional growth and development. You will be part of a dynamic team that values collaboration and innovation, working towards a common goal of helping clients achieve financial freedom. Our culture encourages open communication and feedback, allowing you to contribute your ideas and insights to improve our services. Join us in our mission to make financial services accessible and transparent for everyone.
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