Associé(e) bilingue, Succès Client – Télétravail (CDD)

Wealthsimple
Canada
Workplace: RemoteFull timeCAD 25 - 26.5 hourlyFunction: Data Analytics & Business IntelligenceExperience: 1-2 yearsSkills: ["Communication","Problem-solving","Adaptability","Attention to detail"]

Provide bilingual client support for Wealthsimple’s Client Operations team, translating complex investment, trading, and personal finance concepts into clear, human responses. Own the customer journey across institutional transfers and back-office workflows, ensuring clients reach goals and deadlines. Work remotely anywhere in Canada in a high-volume environment, using internal tools like Slack and multitasking across multiple applications to resolve financial issues efficiently.

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Wealthsimple
Wealthsimple
4 months ago

Associé(e) bilingue, Succès Client – Télétravail (CDD)

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Last checked: 4 hours agoStatus: Live

Job Summary

Provide bilingual client support for Wealthsimple’s Client Operations team, translating complex investment, trading, and personal finance concepts into clear, human responses. Own the customer journey across institutional transfers and back-office workflows, ensuring clients reach goals and deadlines. Work remotely anywhere in Canada in a high-volume environment, using internal tools like Slack and multitasking across multiple applications to resolve financial issues efficiently.
Location: Canada
Workplace: Remote
Employment Type: Full time · 4 months
Job Function: Data Analytics & Business Intelligence
Seniority: Mid level

Key Responsibilities

  • •Explain investment, trading, and personal finance concepts in a simple, accessible way to clients.
  • •Resolve complex customer issues, including institutional transfers and back-office (back-office) operations.
  • •Manage the end-to-end customer journey to help clients meet objectives and deadlines.
  • •Collaborate across Product and Operations teams while learning and improving internal financial tools.
  • •Work effectively in a remote, high-volume environment with rotating shift schedules.

Pay and Benefits

Salary: CAD 25 - 26.5 hourly
Perks:Health InsuranceDentalRemote WorkPaid Leave

Key Requirements

  • •Perfectly bilingual in French and English, both spoken and written.
  • •1–2 years of customer service experience in a fast, high-volume environment (retail, hospitality, banking, or technical support).
  • •Available full-time for 8-hour shifts, including weekends and holidays, between 8:00 and 20:30.
  • •Strong interest in financial markets and personal finance (e.g., understanding REER vs. CELI).
  • •Comfort navigating multiple browser tabs, using Slack for internal communication, and using keyboard shortcuts efficiently.
Experience:1-2 yearsFintechCustomer support
Skills:CommunicationProblem-solvingAdaptabilityAttention to detail
Languages:FrenchEnglish
Tech Stack:SlackMacBookInternetBrowser tabs

Company Brief

Wealthsimple
Wealthsimple is a Canadian fintech offering automated investing, savings, tax filing, crypto trading, and cash accounts with a focus on low-cost, user-friendly financial services for retail customers.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Headquarters: Toronto, Canada
Founded: 2014
WebsiteLinkedIn