Associé(e) bilingue, Succès Client - Toronto - Hybride (Contrat à durée déterminée)
Core
Bilingual customer success associate resolving complex financial puzzles and translating investment concepts into human solutions for Wealthsimple clients.
Role type
Customer Success Associate (Bilingual)
Builds
Wealthsimple's financial products (investing, trading, crypto, tax filing) for 4M+ Canadians
Domain
Financial Technology (Fintech)
Deliverable
client delivery
Required skills
Bilingualism (French/English), financial curiosity, rapid-response customer service experience, adaptability to shift work, comfort with multiple browser tabs and internal tools
Preferred skills
Knowledge of Canadian tax-advantaged accounts (REER/CELI), familiarity with fintech platforms
Responsibilities
Explain complex investment and trading concepts simply, manage complex client journeys including institutional transfers and back-office operations, collaborate cross-functionally to improve financial tools based on client feedback
Seniority
Junior to Mid-level, hands-on IC