Agent, Client Experience - Toronto, ON - Hybrid (Fixed Term Contract)
Core
Client support agent specializing in complex financial puzzles, translating investment and trading concepts into simple human solutions for Wealthsimple clients.
Role type
Client Experience Agent (Fintech Support)
Builds
Client journey resolution and operational support for Wealthsimple's managed investing and trading products
Domain
Fintech / Personal Finance
Deliverable
client delivery
Required skills
high-volume customer service, complex problem solving, cross-functional collaboration, financial platform navigation, written and verbal communication
Preferred skills
knowledge of RRSP/TFSA, bilingual French, tech agility
Technologies
Slack, multiple browser tabs
Responsibilities
Break down complex investment and trading concepts for clients, navigate institutional transfers and back-office glitches, work cross-functionally with Product and Operations to improve tools, master multiple financial platforms
Seniority
Junior, high-volume support