Desjardins banking advisor improving member and client experiences across Chaudière - Appalaches. Advising on transactions, promoting financial products, and supporting secure digital banking.
About the role
- Client Experience Agent simplifying investment and personal finance support for Wealthsimple, Canada's leading fintech. Resolving complex client issues across email, chat, and phone.
Responsibilities
- Explain complex investment, trading, and personal finance concepts in simple, accessible language
- Own client journeys end-to-end and help clients achieve their financial goals
- Handle complex issues including institutional transfers and back-office problems
- Work cross-functionally with Product and Operations
- Learn the mechanics of Wealthsimple's tools and improve them using frontline insights
- Master multiple financial platforms simultaneously
- Provide inbound and outbound customer support via email, live chat, and phone
Requirements
- 1–2 years of high-volume customer service experience in Retail, Hospitality, Banking, or Tech Support
- Genuine interest in personal finance and the stock market
- Familiarity with RRSPs or TFSAs is advantageous
- Comfortable juggling multiple browser tabs, using Slack, and leveraging keyboard shortcuts
- Exceptional written and verbal communication skills in English
- Bilingual French is a plus
- Resilient and adaptable
- Willingness to work a rotating schedule in a hyper-growth environment
- Must reside in the Toronto/GTA area
- Legal right to work in Canada
- Available for full-time, 8-hour rotating shifts, including weekends and holidays, between 8:00 AM and 8:30 PM
Benefits
- Health Spending Account: $3,000/year for medical, dental, vision care expenses, and more
- Group Savings Plan: automatic 3% employer contribution and matching contributions up to 1.5%, for a total company contribution of up to 4.5%
- Up to 20 vacation days per year, depending on contract duration
- 1 paid sick day per month
- Pro-rated work-from-anywhere allowance of $75/month for home office expenses
- MacBook for work
- Monitor, keyboard, mouse, adapter, and headset provided as a gift
- Top-tier health benefits and life insurance
- 4 wellness days per year
- Unlimited sick and mental health days per year (subject to role eligibility)
- Ability to work outside Canada for up to 90 days per year (subject to program eligibility)
- Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
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